life insurance Workshop
we make Life Insurance easy, so you can make the right choice.
what you get in our
one-on-one
life insurance workshop
Join an experienced financial adviser in a 1-hour workshop for an in-depth education session on why Life Insurance is crucial and how to determine if you have the right cover.
No preparation is needed - just come ready to discuss your finances and any existing insurance policies.
What you’ll learn:
To figure out what cover you need
Learn how much it will cost
How to find the most suitable option
What you’ll walk away with:
Life Insurance report detailing everything that we covered
Valuable tips and tricks when reviewing your Life Insurance
Actionable next steps for you to make more informed decisions
An offer for personalised advice, with no out-of-pocket costs
We don't sell insurance.
We build peace of mind by helping you ensure that you have the right amount of cover, high quality policies and get the best value for money.
Why choose wisely finance?
We provide expert guidance to help you navigate through the complexities of Life Insurance .
Our aim is to educate you to make an informed decision, without any obligation to proceed.
We make the complex simple!
We offer Financial Advice on Life Insurance recommendations for no out-of-pocket costs.
Our expert advisers can guide you every step of the way, from researching the best options, applying for the best cover and going in to fight for you in the event of any future claims.
How we can help:
Review your current cover.
Ensure cover is affordable, both now and over time.
Recommend tailored policies offering higher quality cover, more control, and more features.
Expert Financial Adviser guidance throughout the whole process.
Deal with the insurers so you don't have to.
Maximise the potential tax-deductions available.
Find you solutions to protect you and your family.
In all advice we provide, it is our moral, and legal, obligation to put your best interests first.
Our advice can help you:
Leave a legacy, not financial stress. Secure your future, today.
Review your cover. Life changes, your Life Insurance should too. Get a personalised plan that fits your stage and can grow with you.
Find affordable options for quality coverage. Peace of mind shouldn’t break the bank.
Not let the confusing industry jargon stop you from getting the best cover.
Our experienced Advisers have done the hard work for you and will guide you through the whole process.
"Will’s communication has been the key to understanding our Insurance needs. Will helped us understand the cover we needed and the process was so easy!
He guided us every step of the way. We put our trust entirely in his hands."
Harry, Milton, QLD
case studies
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Owen and Tim, have two young kids (5 & 8) and are working hard to keep up with their busy lifestyle. They are starting to build up their finances and are in a good financial position. However, they were worried about their kids' future if something happened, they couldn't work anymore. We crafted a protection plan with a focus on income replacement and additional benefits to give their family financial security in the worst-case scenario. Now, they can focus on building their future, knowing they're protected.
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Michael and Olivia, both working for the government in Brisbane CBD, recently got married and are planning to start a family. They wanted to lock in life insurance while they are young and healthy, so they can have peace of mind when taking on the next stage of their lives. We educated them on their options, identified their needs and discussed their preferences. We then recommended a personalised protection plan that is affordable, and has an ability to increase cover, ensuring their growing family is protected as their needs change over time.
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Emily and Liam, a young teacher couple, loved travelling both at home and abroad. They wanted to ensure their financial security even if something unexpected happened while travelling, particularly if they needed to take time off work. We secured them a policy with worldwide coverage and can help replace their income if they get injured while on holidays, giving them peace of mind on their adventures.
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Sarah and Dave, both tradies (electricians), were renovating their dream home in Melbourne. They worried a mishap on the job could leave them behind with a mountain of bills. We found them a combined life insurance policy with income protection that provides financial support if either of them can't work due to injury or illness. This gives them confidence of building a future together, with an added bonus of a tax deduction!
"I found Will to be very knowledgeable and personable. His advice was the best course of action for me and my family. I don't hesitate to let people know that they should speak to Will for financial advice."
Daniel, Toowong, QLD
Why is Life Insurance Important?
Have you thought about what would happen if you couldn’t work due to injury or illness?
Do you have the assets or resources if you couldn't earn an income for three months… what about one year…. or never again?
How would this impact your family's lifestyle, or your long-term financial security?
While we are lucky to have a great healthcare system and social safety net, these alone may not be enough to maintain your lifestyle. Affordable Life Insurance can fill this void and secure your future.
Statistics:
1 in 4 people claim Income Protection
1 in 10 people claim Death Cover
1 in 20 people claim Disability (TPD)
Browne, D. [Unusual Risks Insured]
"Will is a legend. Super friendly, down to earth, explains things in a way that is easy to understand. I have already referred my friends and family. Highly recommend!"
Holly, Fairfield, QLD
secure your family’s future today
Don't let confusing jargon stop you from getting the best cover.
Our experienced advisers are here to guide you every step of the way.
Book your Life Insurance Workshop today and take the first step towards peace of mind.
Protect your biggest asset – You!
The future belongs to those who prepare for it today.
Understand the Risks of Group Cover in Super
Default cover inside your Super is often not enough. It is less likely to pay when you need it and can be overpriced. Your superfund relies on you not looking at your options!
If you have insurance in your superfund – are you paying more than you think?
Also, you don’t own the policy, so your Super fund can cancel or change the terms of the cover. It is also tied to your Super, keeping you trapped no matter how it performs.
Good news: There are better options available!
Our comprehensive and tailored approach will allow you to get the highest quality and the most cost-effective cover in place ASAP.
A Tailored policy can offer:
Higher quality tailored cover available
More control and options with a tailored policy
Save money with a personalised approach
frequently asked questions
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This workshop will be particularly valuable for people going through life's big changes, (e.g. buying a home, having children, getting married) or for those looking to build a more solid fountain for their financial future.
You should also attend if your are considering your needs for life insurance, unsure about what cover you may have already, want to review your existing policy to save some money, or have any questions about life insurance.
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Absolutely not. The workshop is purely educational and aimed to let you make informed decisions about your life insurance needs.
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Yes! To offer the most value we find one-on-one workshops the most beneficial. It allows us to have in depth conversations around the topics that will be most relevant to you.
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Not at all! We cover all the basics so you can make better decisions when it comes to life insurance.
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No, but we'll equip you with information you'll need to make more informed decisions.
We may be able to offer formal recommendations for specific policies for no out of pocket cost, and we will discuss this option in more detail during the workshop.
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The workshop costs $249 and includes a one-on-one session with our expert advisers and a Life Insurance report to give you everything you need to make informed decisions.
We can also offer any personalised Financial Advice, where we will recommend the best policies and take care of all the paperwork, from application to claim. This service is currently being offered to workshop attendees for no additional out of pocket costs.
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Yes! Super insurance may not provide sufficient coverage, can be expensive and often has more restrictions at claim time. We'll help you review your options and determine if your Super cover is the best option for you.
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The one-on-one workshop is approximately 1hr long, with around 10 minutes set aside to answer all and any questions you may have.
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Nope, you don't need to prepare anything for the workshop. However, to get the most out of the workshop, please just come prepared to share a little about your situation including income, assets and liabilities.
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Of course! We encourage questions throughout the session.
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Yes, we only offer a limited number of sessions each month so book early to secure your spot!
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Absolutely! In fact if you are in a couple, it is preferable if both of you attend so we can ensure all your questions can get answered by our expert advisers.
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We offer both options, with the default being an online workshop. If you prefer to meet in person, please simply leave a comment when you book in and we will be in touch to organise a suitable location for you.
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We'll discuss tips on how to navigate life insurance with pre-existing conditions.
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We have flexible availability to fit into your schedule, including after hours and on Saturdays. If you can't find a suitable option in the booking link, please let us know and we will try to accommodate your preferences.
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While this Workshop will focus on Life Insurance only, our advisers are experts in all things personal finance, including Investing for Children, Superannuation, Tax Planning, Retirement Planning, Navigating Centrelink, Estate Planning and much more!
Please don't hesitate to reach out if you have any questions on any of these matters or would like to explore getting some comprehensive advice to make the most of your personal finances.