Life insurance solutions

Features and benefits

Investing in personal and business insurance creates peace of mind. It enables you, your family and your staff to concentrate on the important things in life with the knowledge that your lifestyle objectives are protected. At Macquarie Private Wealth, our expert team offers insurance solutions tailored to your needs, as well as your personal and investment goals. We offer insurance across two areas: personal and business.

Personal insurance

Personal insurance is all about protecting your unique lifestyle. Considerations may include your children, parents, schooling, house, holidays, investments and retirement. Ensuring you and your family are adequately protected can be difficult. At Macquarie Private Wealth we help make it easier by providing the right protection at the right time.

A comprehensive insurance protection strategy can help you to:

• ensure you have an income
• pay large debts such as a mortgage
• pay small debts such as household bills and day to day expenses
• cover your children's education
• continue to go on family holidays and maintain your lifestyle
• pay medical expenses in the event of an accident or illness

Personal insurance solutions available include:

• life term cover
• total and permanent disability insurance (TPD)
• income protection insurance
• critical illness cover
• trauma cover

Business insurance

Whether you’re part of a start-up business or a multi-national company and whether you're at the start of your career or thinking about your retirement, Macquarie Private Wealth can assist in protecting your current and future business wealth.

A comprehensive protection strategy can assist you to:

• pay off any large debts such as a business loan or investment loan
• pay smaller debts such as utilities or rent
• cushion the loss of a valuable employee
• cover equipment leasing costs

Solutions available include:

• business expenses
• key person insurance
• business succession planning
• buy/sell agreements