Barbara-Lee Dickson is an Authorised Financial Adviser, Insurance Specialist, and Nyki McQueen is a Registered Financial Adviser, Insurance Specialist.
We work with businesses, families, and individuals who wish to put a Business or Personal Protection Plan in place to protect them around any unexpected illness or injury or premature death.
Our 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.
We have access all the major insurance companies and we can tailor a plan to suit your individual needs. Because we are paid by the insurance companies there are no fees for our services and because we are mobile we can come to you at a time to suit your schedule.
Our business focuses on helping individuals, families and businesses protect their lifestyles and ensures financial security, no matter what life may throw at you. We specialises in working with business owners and we can put a Business Protection 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 our clients have the peace of mind and financial security that in the event of any unexpected illness, injury or premature death striking, they know that their business and their 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!
Barbara-Lee and Nyki pride themselves 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 us 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, we can take care of your financial health.
We believe it’s important to review your plan regularly to ensure it still meets your ever changing needs and just as importantly we are 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 Nyki will be there to ensure the process is as easy as possible for you.
Click here to read Barbara-Lee’s Disclosure Statement.
Click here to read Nyki’s Disclosure Statement.
For a free no obligation chat about you and your business contact us today.