You need the security on the knowledge that your family, your assets and your income streams are protected if the unexpected happens.

At XO, we understand that a sound financial strategy must also include preparing for events we all wish will never happen but often do, such as an illness, accidents, and yes, even death. You need the security on the knowledge that your family, your assets and your income streams are protected if the unexpected happens. The key to this protection is having the right type and level of insurance.

The best insurance products for your needs

As a key part of your financial strategy, we’ll take into account your personal circumstances and make recommendations using the best mix of personal insurance products for you. That might include life insurance, trauma cover, total and permanent disability insurance, or income protection insurance.

The best structures to pay for what you need

Having the right coverage is one thing but being able to afford to pay for it is another, therefore a key component of our insurance recommendations is how you will pay for it. Using a combination of superannuation and personal premium payments we examine the cashflow and tax implications of each category of insurance.

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Reasons people choose us

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