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.

General advice warning

The information provided on this webpage is intended to provide general information only and the information has been prepared without taking into account any particular person’s objectives, financial situation or needs. Before acting on such information, you should consider the appropriateness of the information having regard to your personal objectives, financial situation or needs. Please click here capefp.com.au to find out more about the services we offer.

Make an appointment with an adviser today

Unit 2
12 Prince Street
Busselton, WA, 6280

Phone: 08 9751 2022
or email us

I was feeling stressed about understanding super and tax obligations for retirement, but Anthony and Cindell made everything clear and set my portfolio up for a smooth transition. Both he, Cindell and the entire Cape Financial Planning team have always taken the time to explain and adviser – they really know their stuff.

K & J, Broadwater

Looking for a Financial Adviser?