“We have absolute trust and that comes before everything. We value your professionalism and your experience.
We know that we are getting advice that’s truly objective – and there’s times
when you will tell us that the best thing is to ‘do nothing’ – we value that.” Read More
Want to give the kids a head-start – protect your wealth by considering a loan rather than a gift
“I feel relieved. I know I’ve got the right cover and that I’m in a position where I am unlikely to have do go through this process again. With Multiforte’s advice and management of the process, everything was very logical and straightforward. And I know I received good value for money.“ Read More
Don’t ignore risk – many investors focus on their investment returns, but don’t quantify the risks and potential losses to which they are exposed
Matthew and Anna are thrilled. They no longer pay commission on their premiums. Multiforte streamlined and increased their cover and achieved a saving of more than $3,500 this year alone. The savings will only increase over the life of their policies. Read More
You could save thousands on personal insurance – by obtaining insurance through super or using level or
split premiums
“My number one concern was not having insurance cover in place when I moved to my new role. My old firm was very generous – I knew I had more than enough life insurance and income protection, so it was not something I had to worry about. I’ve got a family with two kids and a mortgage, so I needed to get this sorted.”
Tim was very focused on finding insurances that offered the most comprehensive cover. “I wanted to do this right first time, and ensure I have cover for the majority of potential risks I could face. I also wanted policies that are transferable should I move to a new company in the future. And being an accountant by training, I was also looking for good value.”
Looking at all the options means better outcomes
Multiforte reviewed Tim’s current situation and lifestyle plans to assess the type of insurance and levels of cover he needed to ensure he and his family would be provided for financially if things went pear-shaped.
We looked at the relative merits of different owners for his policies, including himself, his wife or through his superannuation fund.
And as Tim’s primary focus was his new role, we handled the application process and ‘project managed’ Tim to ensure that his insurance was established.
Savings of 25% in commissions, and $1,500 a year in premiums
Tim has appropriate insurance cover and saves around 25% on commissions, and more than $1,500 a year in premiums.
“I feel relieved. I know I’ve got the right cover and that I’m in a position where I am unlikely to have do go through this process again. With Multiforte’s advice and management of the process, everything was very logical and straightforward. And I know I received good value for money.“
* This is a real case study, with a real situation and real numbers. Only the names of the clients have been changed to protect their privacy.