Insurance Broker

At HM Finance, we offer professional, independent advice to our clients. We also partner with a select group of specialists who are experts in their fields, and who value add to your experience.

We are more than just a mortgage broker! We are your trusted advisor in finance.

Insurance Broker

Monarch Advisory Group is a Financial Planning business specialising in Wealth Protection. We tailor a plan to suit your personal needs and goals to ensure that when something goes wrong, you and your family are protected. We take into consideration your debt, income, family and lifestyle goals, and structure a plan around this. This plan is fluid, and we review it annually to make sure it is still appropriate to your needs.  We make sure in the event of severe illness, injury or death you are financially taken care of. We can help you with the following:

  • Life Insurance
  • Total and Permanent Disability
  • Trauma (critical Illness)
  • Income Protection
  • Buy/Sell and Key Person Insurance (for businesses)

Often people have some level of cover in place, but it is a good idea to have this reviewed regularly as your circumstances change.

Monarch Advisory Group would like to offer you a complimentary review of your current insurances.

All you need to do is contact Tatiana on 0499 777 174 and mention HM Finance. We look forward to helping you.


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