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Personal Insurance

Personal Insurance involves protecting against risks that may occur in life. We can help with individual, family and business partner insurance and insurance for estate planning purposes including charitable gifting if desired.

At Elevate we understand that it incredibly important to protect the assets and lifestyle that you currently have from threats that may jeopardise the quality of life that you deserve. We will assume that worst case situations will take place and factor these assumptions into each personal Financial Plan to ensure that the right strategy is in place and peace of mind is guaranteed.

In summary, the right amount, owned correctly, and paid out at the right time.