Barbara-Lee Dickson is an Authorised Financial Adviser. She works with businesses, families, and individuals who wish to put a Business Continuity Plan or Personal Protection Plan in place to protect them around any unexpected illness or injury. She specialises in working with women in business.
Her role is to ensure that you are not exposed to any unnecessary risk, while at the same time making sure you don’t pay more than you need to for your protection plans.
Barbara-Lee has access all the major insurance companies and she can tailor a plan to suit your individual needs. Because she is paid by the insurance companies there are no fees for her services and because she is mobile she can come to you at a time to suit your schedule.
Her focus
Her business focuses on helping people and their businesses protect their lifestyles and ensures financial security, no matter what life throws at you. What separates her from others is that she specialises in working with women in business and she can put a Business Plan in place that is specifically tailored to your business, even if you are just starting out in business or a seasoned entrepreneur and because of this her clients have the peace of mind and financial security that in the event of an illness, injury or death striking, they know that their business and family will continue to grow and prosper.
Protecting what’s important to you, because you never know what life’s going to throw at you!.
Her philosophy
Barbara-Lee prides herself on protecting people against the unexpected. Illness and accidents are unfortunately a part of everyday life. I am sure you can think of a family member or friend who has suffered an event out of the blue? Or maybe someone who has died prematurely? Experience has shown her time and time again the difference that financial security can bring at a time like this. While your doctor can take care of your physical health, Barbara-Lee can take care of your financial health.
She believes it’s important to review your plan regularly to ensure it still meets your ever changing needs and just as importantly she is there to manage your claim at claim time. This is where the rubber hits the road and you can be sure that Barbara-Lee and SHARE are there to ensure the process is as easy as possible for you.
Click here to read Barbara-Lee’s Disclosure Statement.
For a free no obligation chat about you and your business contact me today.