Insurance & Finance
At Gillett & Associates, we take a holistic view of your finances. This means we can help make sure every aspect of your life is working to make you money or protect the wealth you already have. We work with our clients to make sure they understand the products they are using, know what they are paying, how they are protected, and are minimizing tax on investments by structuring their loans correctly.
Understand your finances with a free Financial Health Check
Insurance isn’t a set and forget product. We take the hassle out of understanding the right level of insurance cover you require with a free financial health check. We’ll also review your existing insurance policies, make sure you understand what you are covered for, assess whether these are right for you, and ensure you have the right policy for your current stage of life.
Specialist insurance and financial advice to keep you protected
Protect yourself from financial hardship if you are unable to work
Cover debt so as not to leave financial constraints on your loved ones
Minimise tax on investments by structuring your loans correctly
Our Process
Initial Consultation
We start with an insightful chat to understand your unique needs and aspirations about insurance and finance.
Initial Fact-Find
This step involves an in-depth analysis of your current financial position. This helps us to align your financial circumstances with the right insurance and financial solutions.
Partner Consultation
We collaborate with our trusted strategic partners to procure a range of suitable options tailored to your needs.
Impartial Advice
We evaluate the quotes and provide impartial, strategic advice to help you understand the different options available.
Documentary Assistance
Our team is on hand to assist with all structural requirements and paperwork, making your insurance and finance journey a breeze.
Ready to earn more and stress less?
Let’s chat about how we can help with your accounting, business or tax needs and get your business earning more. Book a call with us today.
