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Insurance policy review – a case study

Insurance policy review – a case study

The importance of a timely “warrant of fitness” A “warrant of fitness” insurance policy review I recently undertook highlighted the value of such an important exercise. I put in place a client’s insurances in 2012, when: He was the sole income earner. He and his wife...
Community insurance services

Community insurance services

Serving our community It’s stating the obvious that Millwater is a great community! That’s why we all live here, right? Millwater is special for many reasons: people care about and support their community and help one another.  We relish being part of and...
Add-ons to your personal insurance cover

Add-ons to your personal insurance cover

Finding “hidden treasures” in your personal insurance policies Personal insurance policies are not created equal. There is considerable variation in both the quality and cost of insurance covers from insurer to insurer. The more innovative insurance companies have...
Increase insurance covers as life changes

Increase insurance covers as life changes

The Special Events Increase Benefit: Make the most of insurance’s golden egg! In recent months, several of my existing clients have needed to increase their insurance covers following some major life events: purchase of a first home, birth of a baby, or sale of their...
Reasons to review your insurance

Reasons to review your insurance

Why is an insurance “warrant of fitness” review essential? No one questions the merit in undertaking a periodic warrant of fitness check on our car. Yet, why is it that so many of us don’t think about having a similar “warrant of fitness” review of our personal...
Thinking about personal insurance?

Thinking about personal insurance?

Dealing with life’s unexpected challenges – what’s your Plan B? Over recent decades, the pace, stress and demands of the modern lifestyle have seen an increase in the incidence of numerous medical conditions, particularly cancer, cardiovascular disease and...