Cory Bennett - Insurance advisor

Two financial advisory owners came to us with a thriving, growing business—one they’d poured years of hard work into. But like any good advisers, they knew that success isn’t just about growth; it’s about protection too.

Their biggest concern? What happens if one of them is suddenly out of action? Whether due to illness, injury, or worse, they wanted to ensure their families were looked after and their business stayed strong.

Through business valuations, financial forecasting, and a deep dive into their roles, we structured a comprehensive ownership buyout cover that not only protects them in the event of permanent loss but also some short term events, while also providing them Key Person Cover that provides cashflow for the business in short-term disruptions. This means:
✔️ The business can continue operating seamlessly if either owner is unable to work.
✔️ Families won’t be financially burdened in case of an unexpected serious event.
✔️ Their legacy and hard work will remain protected, no matter what.

Business protection isn’t just for large corporations—it’s for any business that values continuity, security, and peace of mind. If you haven’t reviewed your own business risk strategy, now is the time. Let’s chat.

Do you want a month or two of free premiums on your new cover? Not mentioning any names (rhymes with Shmayeeeyeayyeee or Shuuub), but there are insurers out there that provide an initial incentive to putting cover in place. One or two months of free premiums can go a long way in the current environment. If you want to see how this could apply for you reach out!
0211119277
[email protected]

Free 30 second insurance adviser audit! If you placed your Life and Disability covers through an adviser, ask yourself a few of these questions to see whether they are doing their job: ⁉️
- Have you heard from your adviser in the last 1-2 years around reviewing your covers? 📓
- Do you know how your adviser is remunerated (salary, commission, both)? 💰
- Do you know the initial income generated by you arranging your policy through your adviser? 💴
- Do you know what they earn ongoing from your policy being in place? 💵
- Did they reach out recently following the Cyclone and floods and make you aware of premium relief that may be available? 🌀
- Are your covers strange numbers such as $88,960 rather than flat easy numbers like $200,000? 📊
- Do you understand what you currently have and why? 🤷‍♂️
- Did you feel educated to make an informed decision rather than being told what you have to have? 👩‍🎓

If you answered no to any of the above, it’s time for a review. Reach out for a no obligation, conflict free review of your current covers.
Best case scenario, you’ve had a second pair of eyes look at your risk and agree you are well protected, or worst case you are in need of some adjustments that I am happy to help with! 👀
And for the record - My clients would answer yes to all of the above 😉

[email protected]
021 111 9277