Insure & Invest Market

Insure and InvestQuality insurance and investment options that provide expert advice with real choices is the next logical step in any home loan process.

Insure and Invest MarketAuthorised Representatives provide quality assistance in choosing appropriate insurance and investment options to suit your current lifestyle and future plans and are committed to ensuring you receive the depth of information you need to best make a decision on how to protect both yourself and your family.

Insurance and Investment Options with Insure & Invest Market

Insure & Invest Market aims to provide the best financial solutions for your needs whether you’re buying a home, managing debt, building wealth or planning for your well-earned retirement. Our Authorised Representatives can assist you with:

  • Personal Insurance: including life insurance, death and total & permanent disability insurance, trauma insurance, income protection.
  • Superannuation: developing tax effective strategies and consolidation of multiple superannuation accounts.
  • Investment Strategies: including growing your money and investing in funds.
  • Retirement Planning: growing your nest egg and supporting your retirement lifestyle.

More About Personal Insurance

Personal insurance essentially provides financial cover for you and/or your family in the event of injury, illness of death, depending on the level of cover your choose. If you have ongoing financial commitments, personal debt or a mortgage, some form of personal insurance is well worth considering.

There are a few different types of cover available; which one you choose will depend on your specific situation and financial requirements. As a general guide:

Term Life Cover: Pays a lump sum on death or diagnosis of a terminal illness. It is suitable for everyone with a mortgage, other debts of financial dependents.

Total & Permanent Disability Cover: Pays a lump sum in the event of total or permanent disability (for eligible occupations). It is suitable for everyone with a mortgage, other debts of financial dependents.

Critical Illness Cover: Pays a lump sum on diagnosis of a specified illness or traumatic event such as cancer, stroke or heart attack. It is suitable for anyone with ongoing financial commitments who would face hardship if they were to suffer a critical illness.

Income Plan Cover: Provides an income in the event of illness or injury that makes return to work impossible. It is suitable for anyone who relies on an income to meet living expenses.

Not everyone has the same personal insurance requirements so it is important to discuss your specific situation with an Authorised Representative.

How Does Insure & Invest Market Work?

Insure & Invest Market Authorised Representatives work closely with you, your mortgage broker, accountant, tax agent and solicitor to develop an insurance and investment strategy personalised to your needs. We use a 4-step process to ensure those needs are met.

Step 1: Initial Discussion

We arrange a no cost, no obligation chat with you about your financial needs and goals at a time that suits you.

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Step 2: Developing your Financial Plan

Based on your individual needs and objectives, we develop your personal financial plan and then present this to you for your approval.

Step 3: Implementing your Financial Plan

We work with you to implement your financial plan.

Step 4: Reviewing your Financial Plan

We commit to a regular check-up to ensure your financial strategies continue to meet your needs.

Your initial discussion is free and with no obligation; you can find out what we offer, how much it costs and if it suits your needs.

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Things You Need to Know

Insure and Invest Market was launched in December 2009 by the same professionalteam who bought you leading Australian mortgage broker Loan Market Home Finance Brokers.

Insure & Invest Market Pty Ltd ABN 56 128 350 112 is a Corporate Authorised Representative of Pivotal Financial Advisers Limited AFS Licence No. 237857 ABN 13 085 335 397

This is general information only and has been prepared without taking into account your personal objectives, financial situation or needs. You should consider the information above in light of your personal objectives and financial situation before acting on it. Before making any decision to acquire a financial product you should obtain a Product Disclosure Statement (PDS) for the product and consider its contents. Pivotal and Insure&Invest Market strongly recommend that you obtain professional investment advice before making any investment decisions. Pivotal and Insure&Invest market do not guarantee the reliability or accuracy of this information and do not accept liability for any loss or damage arising from any action you may take based on this information.