Risk Management and Insurance

Navado Financial Advisors is a strong advocate of the proposition that all wealth creation strategies are worthless without a personal insurance program being in place. Our Financial Advisors work with you to establish and maintain a comprehensive insurance protection strategy. Our Financial Advisor will undertake a detailed analysis of your personal needs, with a view to putting Insurance Policies in place to ensure that you and your family are protected in the event of your death, a traumatic event or disability occurring. It is no surprise that we see our client's ability to earn an income is the greatest asset and requires insuring more than any other individual part of their life.

Solid Personal Insurance is an essential Defensive Mechanism in any Financial Planning strategy. Listed here are some of the Personal insurance products types that we advise on:-

Life insurance
Total and Permanent Disability insurance
Trauma insurance
Income Protection insurance

Your Financial Advisor will assess insurance needs, quantifying cover required, ownership and beneficiary structures, with a view to determining the most suitable cover at competitive rates.

Our Financial Advisors understand that adequate Insurance cover has important implications regarding Estate Planning and Taxation and we will work alongside your Solicitor and Accountant in assisting you to address these issues.

We invite you to contact us.

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