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Trumpet Financial provides assistance in your financial world in a structured fashion. You will be given the most appropriate professional advice to help you minimise risk, maximise opportunities & reduce financial worry. You will feel a sense of order given we:
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Educate – educating you about possible risks and opportunities in your financial world
Advise – providing professional advice and making specific recommendations
Implement – getting it done by making the process simple and streamlined
Review – ensuring the insurance and investments you hold are the best available
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Life insurance - providing loved ones enough money to clear debts, pay funeral expenses. If you have children or a dependent spouse an additional lump sum to provide income for the family going forward.
TPD Insurance - providing you a lump sum if an illness or injury stopped you working again.
Trauma Insurance - providing you a lump sum to deal with the financial and mental strain caused by a major illness like cancer, a heart attack or stroke.
Income Protection Insurance - giving you peace of mind that your income will continue if your health fails you due to illness or an accident.
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Buy Sell Insurance - helps ensure Directors needs are met in the event of the involuntary departure of one of them (i.e. Death, TPD)
Keyperson Insurance - Keyperson Cover provides a revenue injection in the event of the involuntary departure of a Director or key employee (i.e. Death, TPD or Trauma)
Debt Reduction - debt reduction is about clearing debt within a business in the event of the involuntary departure of a Director (i.e. Death, TPD or Trauma)
Partnership Agreements …
Business Succession Planning…
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Our Partners. Trumpet Financial is a Corporate Authorised Representative of Aon Hewitt Financial Advice Limited (part of the Aon Group). This Relationship provides access to a wide variety of resources and Product providers that benefit you.
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