Protecting the life you’ve built.
Life cover, income protection, critical illness and private medical all arranged with the same care as your mortgage.
Cover that keeps pace with your commitments.
A significant mortgage, a family, a business, each brings responsibilities that deserve protecting. We help you put the right cover in place so that, whatever happens, the people and the assets that matter to you are looked after.
We arrange personal and family protection alongside cover for business owners, drawing on a whole-of-market panel of insurers to match each policy to your circumstances.
Protection solutions, in detail.
Term assurance and whole-of-life cover to clear a mortgage or provide for your family, written in trust where appropriate.
Cover that replaces a proportion of your earnings if illness or injury stops you working, tailored to your profession and commitments.
A tax-free lump sum on diagnosis of a serious illness, so you can focus on recovery rather than finances.
Faster access to diagnosis and treatment through leading private healthcare providers, for you and your family.
Key-person, shareholder and relevant-life cover to protect a business and the people who drive it.
Who this service is for.
Homeowners, landlords, property investors, families and business owners who want tailored protection that’s built around their circumstances.
From first conversation to cover in place.
A simple four-step journey, thoughtfully managed from start to finish.
Initial Consultation
A confidential conversation to understand your circumstances, your commitments and the people you want to protect.
Research
A whole-of-market review to find cover that fits — balancing protection, budget and long-term value.
Application
We handle the application, underwriting and any medical requirements, keeping the process simple for you.
Completion & Aftercare
At CBM, we keep your cover under review as life changes, as part of our lifelong service commitment.
Want to be sure you’re properly protected?
A private, no-obligation consultation. A focused conversation to understand what matters to you, review any cover you already hold and set out your options.
CBM Financial Partners
Explore our other services.
Residential Mortgages
