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Life Insurance Western Australia (WA)

DLG Financial Advice

Perth Life Insurance, Income Protection, Financial Adviser

Dlg-financial-advice
Level 2 - 6 Thelma Street
6005 West Perth

We are able to compare Life Insurance, TPD, Income Protection and Trauma insurance policies. Our aim is to help you find the most competitively priced policy that best suites your individual needs. We believe every individuals circumstance requires a unique solution and that one size does not fit all.

Our life insurance service is free and we are committed to being there for you, especially at claim time.

Firstly we need to get to know you by ascertaining your unique circumstances, needs and aspirations. Once we have done this we develop and provide you with your financial plan outlining personalised financial strategies to secure your financial future with peace of mind. Once your plan is in place we provide regular reviews to make sure that your plan is always on track.

To provide this level of personal service, we will work with you to:

Assess your current financial situation

Determine short / medium / long-term goals

Protect your assets (insurance)

Prepare a tailored strategy

Consider alternative products

Implement the strategy and plan

Review your situation annually

Provide ongoing monitoring and reporting

Your financial objectives, goals and needs will be revised periodically to maximise your financial well-being. Your relationship with your financial adviser is long-term and through regular communication we will become your trusted financial partner through life.

Phone:
0404193032
Fax:
0892005758
Email:
ABN:
56 806 169 630
Established:
2009

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