Personal & Business Insurance Services

Life Insurance

Provides a lump sum payout to help your family cover debts, maintain their lifestyle, and secure their future if you pass away.

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Total and Permanent Disability (TPD)

Pays a lump sum if you're permanently unable to work due to illness or injury—supporting long-term care, recovery, and lifestyle adjustments.

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Trauma Insurance

Offers a tax-free lump sum upon diagnosis of a serious illness, so you can focus on recovery without financial stress.

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Shareholder Protection (Buy/Sell)

Provides funds to buy out a partner’s share if they pass away or become disabled—protecting the business and their family.

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Key Person Insurance

Covers the financial loss caused by the death or disability of a key team member—helping your business recover and stay on track.

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Kelly+Partners Private Wealth have partnered with TAL

With over 150 years behind them, TAL understands that everyone's life looks a little different. That's why their insurance options are flexible, practical and built to move with you as life changes.

With TAL, you can:

Get an online quote in under 5 minutes
Choose features and benefits that fit your needs and budget
Adjust, update or tailor your cover as life evolves
Feel confident knowing you'll be supported if you need to make a claim

*Kelly+Partners Private Wealth will receive a commission for any policy

This website may contain general advice. It does not take account of your objectives, financial situation or needs. You should consider whether the information is appropriate for you, having regard to your objectives, financial situation and needs before you act on the information. Persons deciding whether to acquire or continue to hold life insurance issued by TAL should consider the relevant Product Disclosure Statement (PDS). The Target Market Determination (TMD) for the product (where applicable) is also available. By proceeding with a TAL policy, Kelly+Partners Private Wealth will receive copies of your policy documentation (which will also be sent to you), unless you tell TAL otherwise. Kelly+Partners Private Wealth will receive commission for any policy sale.

Protect your growing business with group insurance from Zurich

Your people are your business. Through our partnership with Zurich, we can help you offer group insurance that protects your team and makes your business a more attractive place to work. Cover is available for businesses with 20 or more employees and can be tailored to suit your workforce.

Cover options include:

Life insurance, including terminal illness cover
Total & Permanent Disability (TPD)
Income protection of up to 75% of salary if an employee can't work due to illness or injury

With Zurich, you can:

Help attract, engage and retain talent with a valued employee benefit
Have employees automatically covered from the day they join
Get certainty around costs with a 3-year guarantee on premium rates
Choose the cover that suits your team, or combine options for a full suite

Initial Consultation

We begin by understanding your unique circumstances and financial goals.

Risk Analysis

Our team will identify potential risks to your personal and business finance.

Tailored Strategy

We design customised insurance plans to protect what matters most to you.

Implementation

We make sure you get the right policies in place to minimise hassle.

Claims Management

Our team manage the entire claims process.

Ongoing Review

Regularly assess your coverage and adjust it to reflect your evolving needs.