You tell us where you are and where you want to go.We’ll guide you there.

Our in-house financial planning division broadens your path to sustainable success.

Our Financial Planning Services

Ensure the longevity of your assets with an insurance health check. Complementing our financial planning and mortgage broking services, Lendwise Advisory makes your big picture whole by identifying any risks to your prosperity.

What is Risk Insurance?

Risk insurance encompasses the insurance that relates to your life and ability to work. This includes:

  • Life insurance
  • Income protection, or salary continuance for example, while recovering from short-term illness or injury
  • Total and permanent disability
  • Trauma insurance, or critical illness
  • Business expense insurance, including key person

Why do I need Risk Insurance?

We’ve all been blindsided by illness, injury or incapacitation. Our specialists are available for a quality discussion to understand your exposure to these risks, and find the right insurance solution to address them.

Get a no-obligation Risk Insurance Quote Today

Whether it’ s our relationships or wealth creation strategies, Lendwise Advisory believes in the big picture. Sustainability and security begins with forward thinking. That’s why we offer a complimentary insurance assessment to every client, existing and prospective.