Loan & Asset Finance

Insurance that meets your lender's requirements.

Banks often require insurance to support business loans, asset finance and property lending. We keep cover cost-effective and aligned with your risk profile.

Typical requirements

  • Life and trauma cover on directors/guarantors
  • Income protection or business expense cover
  • Property and business interruption insurance for secured assets
  • Key person insurance for critical revenue generators

What we do

  • Review loan documentation and bank covenants
  • Recommend cover levels that satisfy lenders without over-insuring
  • Coordinate policies with your mortgage broker and banker
  • Provide certificates of currency and renewals on schedule

Applying for a business loan or refinance?

Send us your loan details for an insurance checklist tailored to your lender.