

How Income Protection Helped This Client Through a Health Crisis
We were approached by a client who, like many professionals, found it challenging to prioritise financial protection in the midst of a busy life. Over several conversations, we discussed the importance of income protection, explaining how it could safeguard their financial stability if they ever faced unexpected health challenges. However, the client hesitated, unsure if the coverage was truly necessary or perhaps too occupied with day-to-day responsibilities to take action.
After some time, the client revisited the idea and ultimately decided to move forward with an income protection plan through us. We tailored the policy to suit their needs and budget, ensuring that their income would be protected in the event they were unable to work due to illness or injury.
Just a few months after setting up the income protection, the client was faced with unexpected news: a cancer diagnosis. While navigating treatment and recovery, they were unable to work for an extended period. Thankfully, because they had income protection in place, the client continued to receive a paycheck during their time off. This allowed them to focus fully on their health and recovery without the added stress of worrying about how they would pay their bills.
We’re pleased to say that the client has since made a full recovery and has returned to work. This experience underscores the true value of income protection and how it can provide crucial support in times of crisis.