Lump sum or regular income? Not too much or too little, we’ll find you the cover to suit your situation and your budget?
We’ll save on your premiums, but we don’t just hide behind a marked down price. Our discounts are always on the right insurance policy for you.
Better Small Print
As we’ve said already, life insurance simply has to pay out. We maximise your chances by reducing or mitigating any exclusions from your policy.
The loss of a partner or director may destabilise the business and can quickly lead to financial difficulties. Partner/Director Share Protection means if the worst does happen, the remaining directors or partners can stay in control of the business.
We stand for honesty – advice – trust and value. Our culture and people matter and promise you this, the team that makes Equity SMART work will be centred on you. Our team believe in treating clients like family, so you can be confident that we’ll give you the same advice we would give to our own relatives.
We believe in a “Get Rich Slowly” philosophy through a “passive investment” approach to purchasing investments. This we believe is the right choice for the majority of investors who are seeking more peace of mind, when looking to achieve sustained performance over the longer term.
- Passive investment is the rational, mathematically proven route to investing success.
- Our investment strategies are focused on your risk profile, well researched, efficient and low maintenance.
- We look to keep your costs low through longer term appreciation, reduced maintenance and look to avoid unnecessary trading.
- Ensure you are not over exposed at any time through wide diversification of your asset classes.
- We provide regular reviews and rebalancing when required or on a 6 monthly or yearly basis.