Happy Couple

Insurance

While many people insure their home, car and possessions, it is arguably even more important to make sure your family and lifestyle are protected from financial misfortune. Without a regular income, it can be a challenge just paying for everyday household expenses like groceries and power bills, while ongoing mortgage repayments or school fees can quickly eat away any savings. Worse still, if you’re self-employed and can’t work because you’re ill or disabled, you could be faced with the added pressure of the business bills rolling in.

The good news is that we can help.

While car and home insurance can be relatively straightforward, life insurance (including; Death, Total & Permanent Disability, Trauma and Income Protection) cover can be complex, with many different options and levels of cover to choose from. We can help you decide which cover is right for you and what issues you need to consider.

Speak to us to find out more

A financial adviser from Cape Financial Planning Pty Ltd can help you make sure you are as ready as you can be so you are able to look forward to your retirement.

To find out how we can help you plan a successful retirement, please call 08 9751 2022 or email us.

Important Information

The information on this web page has been prepared by Cape Financial Planning Pty Ltd, an Authorised Representative of Financial Wisdom Limited ABN 70 006 646 108, AFSL 231138, which is a wholly-owned, non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124.

While care has been taken in the preparation of this web page, no liability is accepted by Financial Wisdom, its related entities, agents and employees for any loss arising from reliance on the information contained in the web page.

This web page may contain general advice. It does not take account of your individual objectives, financial situation or needs. You should consider talking to a financial adviser before making a financial decision.

Make an appointment with an adviser today

Unit 2
12 Prince Street
Busselton, WA, 6280

Phone: 08 9751 2022
or email us

I met Cindell in 2015 during a very challenging time in my life. As a result of Cindell’s kind and caring professionalism, her sincere willingness to generously share her time, her considerable knowledge and expertise, and her competent, proactive and trustworthy advice, I am in a much better financial position. Above all else, Cindell truly listened, developing an excellent understanding and appreciation of my unique circumstances, my fears, my nature and my goals. She sensitively thought through my situation, for now and for the future, specifically tailoring her recommendations, taking into consideration current and anticipated issues that might affect me. Well supported by her wonderful team, Cindell consistently delivers prompt, exemplary service. I have every confidence in and deepest respect for Cindell and highly recommend her, without reservation.

MG, Dunsborough

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