TAKE CARE OF THOSE YOU CARE ABOUT.
We provide pension reviews and advice on prudent pension investment and tax benefits
Life Insurance provides financial peace of mind after you’re gone, either by paying a lump sum to your loved ones or by clearing your debts.
There are 3 main types of Life Insurance
- Mortgage Protection
- Term Life Cover
- Whole-of-life Cover
Executive Pension is a plan set up by an employer to help an employee save for their retirement. It is usually made for executive employees, directors or employees in small-to-medium businesses. Both the employer and the employee can make contributions, through regular and one-time payments.
PRSA is an independent personal fund that allows you to save for your retirement. It’s typically an affordable and flexible way to plan for your future. Although you’ll make regular payments to your PRSA, you can increase or decrease these payments as you like.
Self administered pension/ investment property
Investing in a pension property through a self administered scheme is increasingly popular. We have a range of pension property options for you and can arrange mortgages for your pension to purchase a property.
We’ll help you choose the right pension arrangement for you
Serious Illness Insurance (also called Critical Illness), you’ll receive a lump sum payment when diagnosed with one of the diseases covered by the policy. Robertson Low will help you decide what cover you need, and make sure you get the best value from your insurance.