Insurance Service

 

Invaluable Guidance

We found Succession Matters’ guidance to be invaluable. Their comprehensive knowledge of insurance and succession planning allowed us to get maximum protection at reasonable rates.

Professional Service

All matters are carefully thought through and options supplied to us are explained in detail. Succession Matters re-visits our policies on a regular basis and advises us if any new products are on the market.

At our most recent review we were advised of a new product, which gives us greater cover at a saving of over 10%.

Sandi Salt

Saved me $$ from what I had been paying with my previous insurer. Excellent follow up service, can’t fault!

Karl and Kelly Winrow

We have been working with Adam and his team for a number of years now and have always been satisfied with the knowledge and service provided to us.  Highly recommend Succession Matters for all your insurance needs!

Protect you and your family against loss of income

Why does it matter?

We may not believe we will be the victims of untimely death or serious illness, but the reality is that these things do happen to people.

If your partner or children depend on you financially, then it is absolutely crucial to provide for their future in case anything should happen to you.

How long could you last without earning an income?

Statistics show that 1 in 3 people under the age of 65 years will suffer a serious illness or injury preventing them from working for up to three months.

In case something happened to you…would you have the ability to:

  • Provide a source of income, even when you couldn’t go to work?
  • Secure your home and repay any debts?
  • Provide financially for your children and give them the best possible opportunities in life?

The heart of the matter

I don’t believe anything serious will happen to me; but if it did, I need some way of maintaining an income, so we could meet all our repayments and be able to live; I wouldn’t want any financial hardship.

What type of Insurance would you need to achieve these goals?

  • Specialist advice is vital – there are dozens of policies and insurers to choose from; there are many differences in what protection they give you and how much cover they provide.
  • We help you determine your requirements and consider all the options.

Inadequate insurance cover may lead to financial stress – this has the potential to tear families apart.

Don’t get caught out – ask us how we can help you protect the lifestyle you have built for your family.

Case study
Life can change in an instant

If only we’d looked closely at the sort of cover we had; it would have saved Thalia so much stress…
Read more…

A user-friendly approach that builds trust

Dealing with insurance is essential but can be daunting to the individual. The paperwork can be overwhelming, not to mention sorting out suitable policies.

This is where the expert advice and service of Succession Matters and their team really comes in. I have found their advice excellent, as is their capacity to get the policies through and in place. Recommending a policy is one thing but getting it in place, is the key.

Insurance Service Process

At Succession Matters, our Insurance Service is about understanding and implementing what is most important to you.

Through our unique Discovery Meeting and working collaboratively with other professionals, we identify how to best protect you and your family financially.

My accountant recommended Succession Matters to assist me with issues re some old life policies. The process was longer and more complicated than I’d expected – not because of Succession Matters, I should add! Brook persevered over an extended period and got the job done in a very professional manner.