life insurance for Occupational Therapists
Financial Protection in Sickness and Health
Even the best plans can go wrong if you don’t prepare for the unexpected. This can happen if you think that certain risks are not likely to hurt you or your family. You might also be too busy. Because of this, our financial plans include a strategy for managing risks to protect you, your family, and your money.
Protecting Your Businesses
Protecting You and Your Family
Complimentary Life Insurance for
Life happens. And when one of our members gets seriously sick or passes away, the effects on the family and friends can be devastating. The bills don’t stop, medical fees and bereavement costs can really add up.
What does it cover?
Each member is covered for $50,000 Life Cover/Terminal Illness cover, and every child of a member is covered with $5,000 Kids Trauma Cover.
Your family or nominated beneficiaries will receive a lump sum of money if you pass away.
If you are given less than 12 months to live, even with available treatment, your Life Cover will be paid to you. This is so that you can use the money for your immediate care and help to plan a secure future for your family.
You will receive an advance payment of $15,000 from your Life Cover when a life insurance claim is accepted. This pays for immediate expenses such as a funeral.
If your child/children become sick or need a major surgical procedure that is on the list of conditions/ surgeries covered by Kids Cover, you will receive automatic coverage for a $5,000 lump sum payout for each of your children who qualify. This can help pay for recovery-related expenses and makes it easier for you to take time off to look after them.
The information contained in this brochure is intended as a guide only. Terms, conditions and exclusions apply. For full details, please refer to the policy wording.
How our family office can help your family
Insurance Strategist: Securing People's Incomes
Willi has worked in the insurance industry since 2004, accumulating a wealth of knowledge, broadly across all aspects of insurance and financial protection and as a business owner. The New Zealand Certificate in Financial Services (Level 5) backs up this practical experience.
Willi has served as a trusted financial advisor to families and businesses since 2004. First in Scandinavia and, since 2017, in New Zealand. He holds a dual Danish-New Zealand citizenship.
One of the best decisions I made was getting married in 1999. We started a life together, and our first child was born in 2001.
While pregnant with our second child, my wife suffered a rare neurological condition. At the same time, I started working in life insurance and understood the need for financial protection.
Unfortunately, we didn’t have financial protection in place, and this is why I do what I do, so you don’t have to suffer as we did.
Daniela has a background in accounting and knows how to make numbers add up. She knows how important insurance is and how having a solid plan in place can protect the financial stability of our clients and their families.
Phoebe comes from a paramedic background and helps make the onboarding of clients smooth and easy. You might notice Phoebe has a slight Scottish accent.
Nicola-Mary, a local to Tauranga, has more than 15 years of business support experience. She brings with her a wealth of knowledge in the insurance industry and is a confident, organised administrative professional.
a deeply personal approach
Matters of family and wealth are always deeply personal. The same goes for how we work with you.
From our first meeting to the reviews we do regularly, every touch feels human, even when discussing numbers, financial protection and retirement. We don’t beat around the bush when we talk to you; our goal is to make life easier with one plan.
We seek to understand where you are at and where you want to go.
Together, we explore insurance options that might fit you and your budget.
Once a financial protection plan is chosen, we'll activate the plan and schedule annual follow ups to make sure the plan stays on track.
Protect Your Financial Future
We believe financial protection is a long-term relationship built on open communication and collaboration.
That begins with a friendly conversation.
Let us take the guesswork out of your financial protection so you can focus on living your best life.
Together with OTNZ-WNA management, we’ve successfully negotiated better-than-market rates for your personal insurance.