Personal & Business Insurance

Personal insurance gives you a safety net in case unfortunate events arise. Serious illness, injury or premature death can derail all plans we put in place. Insurance cover minimises the impact of these events on the financial security and lifestyle of your loved ones. We specialise in the following types of personal insurances:

We use our vast industry experience and relationships with Insurance Providers and Underwriters to manage all your insurance matters, from the establishment of insurance policies through to the processing of claims. We also offer ongoing reviews to ensure your policies continue to meet your changing circumstances and remain competitively priced.

Call Simplify FP for guidance on how to protect your wealth, lifestyle and the people that matter most to you.

Small Business Succession Planning

As an entrepreneur, your primary concern is to ensure the growth, profitability, and smooth operation of your business. The possibility of falling seriously ill or even passing away is often the furthest thing from your thoughts. Having business succession planning in place ensures you have a plan for the future when it comes to your business. We specialise in the following types of business insurances: