Business & personal insurance
Review cover in the context of debts, ownership, dependants, income and succession.
See insurance adviceBusiness protection tool
Business Insurance Analysis Suite.
Organise the business exposures and existing cover you want reviewed before an insurance advice conversation.
Business insurance analysis suite
Map the financial exposures the business may need to fund.
Enter amounts you already know or want to test. The calculator does not determine an appropriate insurance recommendation.
Preparation result
Your entered exposures will appear here.
This is a discussion worksheet. It does not assess underwriting, policy definitions, ownership, tax treatment or product suitability.
Discovery path
Move from a number to the risks behind it.
The useful question is not simply “how much cover?” but what each amount is intended to protect and how existing assets, agreements and policies interact.
TPD Claims Advice & Support
If a claim is already underway, connect the insurance event to superannuation, tax and cash-flow decisions.
See TPD claims supportDiscuss the exposures
Bring current policy schedules, business agreements and the assumptions entered here.
Book a discovery conversationPreparation tool only
This tool organises financial exposure amounts entered by you. It does not recommend a sum insured, assess policy terms or provide personal insurance, tax or legal advice.