Protect your income, your family and your business with the right cover — and make sure your existing policies still work for you if you move overseas.
The right insurance can be the difference between a setback and a financial crisis. We help clients assess what cover they actually need — no more, no less — and make sure it's structured efficiently, including within superannuation where appropriate.
We also regularly review existing policies for clients who've had cover in place for years and aren't sure if it still suits their circumstances, especially after a move overseas or a change in family situation.
Moving overseas can affect your existing life, TPD and income protection cover — some policies have residency restrictions, while others continue unchanged. Before you move (or if you've already moved), it's worth having your cover reviewed. This is a common part of the advice we provide alongside our Expat & Repatriation service.
It depends on the insurer and policy terms — some cover continues, some has conditions, and some may lapse. We can review your policies and explain your options before or after you move.
It depends on your circumstances — tax treatment, cash flow and cover type all play a role. We'll walk you through the trade-offs as part of your advice.
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