Progressive Financial Solutions

Insurance Financial Advice

Financial Advice, Financial Advisor

Our Services

Insurance Financial Advice

Protecting your family and lifestyle in the occurrence of an unforeseen event is a crucial step in managing risk to your financial well-being. Seeking financial advice from a Financial Advisor can ensure your family and lifestyle are protected.

At Progressive Financial Solutions, we help you articulate the assets and income you wish to protect by considering Life, Total and Permanent Disability, Income Protection, and Trauma Insurance. Our Insurance Analysis Tool clearly presents the required level of insurance coverage you need to protect yourself and your family in an unforeseen situation.

We review your financial position, and use our expertise to help you take out appropriate level of cover to protect you and your family in the event of:

  1. Your Premature Passing
  2. If you are unable to work due to injury or illness for a period of time or indefinitely
  3. If you are to suffer a medical event

Thinking About Insurance?

When you begin to think about personal insurance, you may become overwhelmed with endless financial possibilities.

At Progressive Financial Solutions, our insurance financial advisor can help you articulate your insurance goals. We will provide you with an insurance package with the most cost and feature competitive insurance provider.

 

01

What debts do you need to protect lump sum in the event you prematurely pass away or if you were unable to ever return to work due to injury or illness?

02

Income needed to provide for your family's living expense requirements in the event you prematurely pass away or if you were unable return to work due to injury or illness?

03

Continuing to provide for your Children's Education expenses and for their upbringing in the event you prematurely pass away or if you were unable to ever return to work due to injury or illness?

04

Providing for medical and income expense requirements in the event of a medical event (i.e. heart attack, cancer, stroke)

Start Planning Now

Our initial consultations are complimentary, and in your first meeting with us, we gain an understanding of you, your personal and financial position and unique goals and objectives. We also encourage you to ask us questions, about our company and culture, to ensure we are the right financial partner for you.