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Suggars & Associates caters to individuals, small-to-medium sized businesses, professionals and executives, and specialises in these areas of financial planning:

With 20 years experience in the industry and clients from a variety of backgrounds, we have extensive knowledge and have seen it all! Established relationships with a variety of companies allow us to  provide our clients with superior service because we demand it from our suppliers. Because we can offer you the best products on the market to suit your personal situation, we can save you the time and expense of meeting with advisers who may only deal with one company’s products.

The structure of your first meeting with Suggars & Associates involves you talking while we listen – we need to understand your current financial situation, your medical history, your goals and objectives, and your plans for the future. Once we have a solid understanding of your requirements we are then able to put forward some recommendations for us to discuss in our second meeting.

To ensure you have the right insurance products for your specific needs, Suggars & Associates provides the following services:

We are not tax or legal experts, however we do have a number of associates that we trust and recommend to our clients in order to provide service in these areas.

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