When you think about speaking with a mortgage broker, your home loan is probably the first thing that comes to mind. But there can be more to consider when looking at your overall financial position.
Buying a home, investing in property, growing your family or running a business can all bring new financial responsibilities and new things you may want to protect.
At Bernie Lewis Home Loans, our brokers can connect clients with qualified insurance specialists to explore a range of insurance options based on their individual circumstances.
What types of insurance can we help with?
Depending on your circumstances, we can connect you with insurance specialists across a range of areas, including:
- Life insurance
- Total and permanent disability (TPD) insurance
- Income protection
- Trauma and critical illness cove
- Business and key person protection
- Home and contents insurance
- Car insurance
- Travel insurance
- Private insurance for high-value homes, property portfolios, contents and valuable
- Commercial insurance, including areas such as liability, cyber, commercial property, plant and equipment
The right cover will look different for everyone, which is why speaking with a specialist can help you understand the options available based on your individual circumstances.
When is it worth reviewing your insurance?
Insurance needs can change as your life does.
Buying or investing in property, refinancing, growing your family, changing jobs or starting or growing a business can all be good opportunities to consider whether your existing insurance arrangements still suit your circumstances.
You don’t need to know exactly what type of insurance you need before starting the conversation. If you’re unsure, your broker can help connect you with an appropriate specialist to discuss your needs and the options available.
Support beyond your home loan
Our relationship with our clients doesn’t have to end when a home loan settles.
As your circumstances change, your Bernie Lewis Home Loans broker can continue to help with your lending needs and where appropriate, connect you with specialists in other areas.
If you’d like to explore your insurance options, speak with your Bernie Lewis Home Loans broker or get in touch with our team to find out more.
*General information only. Insurance products are provided by third-party providers and are subject to eligibility criteria, terms, conditions and exclusions. Bernie Lewis Home Loans does not provide insurance advice. Where appropriate, we may refer you to a qualified insurance specialist.
