Suite 8 / 260 Auburn Road, Hawthorn 3122
Phone: 03 9214 4100
Fax: 03 9818 6008
enquiries@trumpetfinancial.com.au
 
 
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  INSURANCE
 
Trumpet Financial provides assistance in your financial world in a structured fashion. You will be given the most appropriate professional advice to help you minimise risk, maximise opportunities & reduce financial worry.  You will feel a sense of order given we:

Educate – educating you about possible risks and opportunities in your financial world
Advise – providing professional advice and making specific recommendations
Implement – getting it done by making the process simple and streamlined
Review – ensuring the insurance and investments you hold are the best available

  Life insurance - providing loved ones enough money to clear debts, pay funeral expenses.  If you have children or a dependent spouse an additional lump sum to provide income for the family going forward.
TPD Insurance - providing you a lump sum if an illness or injury stopped you working again.
Trauma Insurance - providing you a lump sum to deal with the financial and mental strain caused by a major illness like cancer, a heart attack or stroke.
Income Protection Insurance - giving you peace of mind that your income will continue if your health fails you due to illness or an accident.
  Buy Sell Insurance - helps ensure Directors needs are met in the event of the involuntary departure of one of them (i.e. Death, TPD)
Keyperson Insurance - Keyperson Cover provides a revenue injection in the event of the involuntary departure of a Director or key employee (i.e. Death, TPD or Trauma)
Debt Reduction - debt reduction is about clearing debt within a business in the event of the involuntary departure of a Director (i.e. Death, TPD or Trauma)
Partnership Agreements …
Business Succession Planning…
Our Partners. Trumpet Financial is a Corporate Authorised Representative of Aon Hewitt Financial Advice Limited (part of the Aon Group). This Relationship provides access to a wide variety of resources and Product providers that benefit you.
Trumpet Financial Pty Ltd ABN 11 443 516 384 Corporate Authorised Representative (No 327756) of Aon Hewitt Financial Advice Limited AFSL 239183 ABN 13 091 225 642
Registered Address: Level 33  201 Kent Street, Sydney NSW 2000 | Sitemap | Disclaimer | Privacy Policy | About Aon Hewitt Positioning