Protection and Insurance Made Clear
Protection and insurance planning at Everwealth helps you understand what would happen if life took an unexpected turn, and what options exist to reduce that risk. We review any cover you already have, explain the key features, costs, and exclusions clearly, and identify any gaps that matter to you. Where appropriate, we consider life cover, critical illness, and income protection, plus options for business owners, so protection sits sensibly alongside your wider financial plan.
Who this is for
If you want clarity, structure, and a plan you can follow, this is for you.
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You want to protect family, lifestyle, and income.
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You want to review existing cover and identify gaps.
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You are a director and want to explore relevant life options.
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You want cover aligned to your broader financial plan.
For clarity on what protection you have, and what you might want to change.
What you get
A clear action plan, explained in plain English, with sensible assumptions and next steps.
If you proceed, we implement, then keep things on track with reviews.
Clarity, structure, and confidence in your next step.