Personal and Business Insurance

Personal insurance

Your income is your greatest asset and it’s worth protecting.

Should something ever happen to you, personal insurance provides you and your family with financial security.

We can recommend the type and level of insurance cover that best suits your personal needs, ensuring you’re not paying for insurance cover you don’t need. We’ll help you consider the importance of four main types of personal insurance:

  • Life insurance
  • Total and permanent disablement (TPD)
  • Income protection
  • Trauma cover

If affordability is a concern, we can discuss the options within your superannuation fund and ensure you never have to worry about your home, your children’s education or paying for health care.

Business Insurance

Protecting your business and the income it generates should be an integral part of your business plan.

Have you ever considered how your business would be affected should something happen to you?

We talk to many business owners about protecting their wealth and safeguarding against the unforeseen. We will discuss with you:

  • Buy/sell insurance
  • Key person insurance
  • Loan insurance
  • Business overheads insurance
  • Small business income protection

Working together, we will assess your needs before recommending affordable insurance solutions to ensure your financial security.

 

 

Crosby Dalwood Pty Ltd ABN 30 132 317 876 provides financial planning services provided as an Authorised Representative of Count. ‘Count’ and Count Wealth Accountants® are the trading names of Count Financial Limited, ABN 19 001 974 625 Australian Financial Services Licence Holder Number 227232 (‘Count’) which is 85% owned by CountPlus Limited ABN 111 26 990 832 (CountPlus) of Level 17, 1 Margaret Street, Sydney 2000 NSW and 15% owned by Count Member Firm Pty Ltd ACN 633 983 490 of Level 17, 1 Margaret Street, Sydney 2000 NSW. CountPlus is listed on the Australian Stock Exchange. Count Member Firm Pty Ltd is owned by Count Member Firm DT Pty Ltd ACN 633 956 073 which holds the assets under a discretionary trust for certain beneficiaries including potentially some corporate authorised representatives of Count Financial Ltd. The information on this web page is not advice and is intended to provide general information only. It does not take into account your individual needs, objectives or personal circumstances. Count is a Professional Partner of the Financial Planning Association of Australia Limited.

Please note that any taxation and accounting services are not endorsed nor the responsibility of Count Financial Limited.

We are committed to ensuring the privacy and security of your personal information. As an Authorised Representative of Count Financial Limited, we are bound by Count’s Privacy Policy

Click here for information on Count Financial Complaints Handling Policy if you would like to lodge a complaint in relation to our Financial Planning services.