Insurance

Protecting wealth is as important as building wealth. Ensuring adequate insurance cover is held by a client is a key financial planning strategy.

EBM is able to guide clients through the myriad of life insurance options available to them. We can ensure that the amount of cover held is sufficient for an individual's needs. We can also advise on the tax implcations of holding insurance cover through different structures, and receiving insurance benefits when a claim is made.

We have particular expertise in the following areas:

  • Life
  • Total & Permanent Disability
  • Income Protection
  • Critical Illness (Trauma)
  • Business Expenses
  • Key Person
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