Navita provides meaningful life insurance solutions to protect you, your family, and your business – backed by a team that shows up, listens, protects, and tells you the truth.
Helping you choose the right cover for you so if the time comes to use it, you’ve got everything you need to keep moving forward.
We’ll work closely with you to design a personalised life risk plan for your business and family. Drawing in other professionals (like accountants, lawyers, and insurers) to establish an efficient, affordable insurance portfolio that addresses your specific vulnerabilities. And we make it easier than it sounds.
Your go-to source for comprehensive business insurance advice, with a range of options tailored to fit your unique needs.
To protect your partnerships.
To safeguard any vital talent.
To keep the creditors away.
To maintain your lifestyle.
Decide what’s right for you and safeguard your family’s lifestyle no matter what challenges come your way.
To provide a financial safety net.
To support you in the event of injury or illness.
To recover without financial stress.
To maintain your lifestyle.
We offer personalised advice across a wide range of insurance matters. But our benchmark for shielding your future ensures your most vital assets are covered.
We’re with you every step of the way. From quote to claim. We’ll listen closely to your insurance concerns and guide you through your options to help you achieve a protection package that suits your unique circumstances.
We’ll meet and discuss your financial commitments, risks, and goals.
We’ll review your existing policies and superannuation and conduct medical, occupational, and financial preassessments.
You’ll receive a statement of advice with our recommendations, tailored to your unique situation.
We start with what help you need, and who and what matters most to you.
We understand where you stand before we talk solutions.
With your permission, we contact your insurers and super funds and gather it all.
We map your position, so you have a clear starting point without the hassle.
We show you what’s in place, what’s working, what’s not, and what’s missing.
We explain what you actually need, and why.
Behind the scenes, we compare the market and engage insurers on your behalf.
You see the costs and how it all fits: cover, ownership, tax, cash flow, and who receives the benefit.
We know which features and structures count, because we’ve seen how they play out over time.
You make the call, and we take it from there.
We complete the applications and deal directly with insurers.
We structure ownership, tax, and alignment, so it works when it matters.
The work becomes ours, so you can stay focused on your business.
Cover needs to keep pace as things change, so we keep navigating with you.
We invite you to review your cover each year.
We stay with you as your life and business evolve.
The right cover, at the right time, for the right reasons.
When the time is right, we help you scale back, so you’re never paying for more than you need.
When something happens, call us first, not the insurer.
We manage the claim and handle communication on your behalf.
We make sure the outcome reflects the advice and delivers when you need it most.
Your designated manager will prepare all necessary forms and documents, and help you complete your applications with you from home, office, or on the phone.
We’ll regularly update you on the status of your application and negotiate the terms of your policy on your behalf.
Once your policy has been finalised, we’ll compare it with the market to ensure you’ve got the best outcome.
Personalised service with a dedicated claims manager who’ll liaise with your insurer on your behalf.
You’ll be invited to review your insurance policies each year, to ensure they evolve with your needs.
Access our partners in general insurance, whenever you need them.
Get premium market and product benefit comparisons to ensure you get the best available policies.
Stay in touch with your responsive account manager who’ll answer any questions, any time.
Let us handle the claims process to ensure prompt payment, so you can focus on what matters most.
If the time comes to make a claim, you’ll have more important things to worry about than chasing down insurers. That burden should fall to the experts, not you. So we do the heavy lifting for you.
Let us know when you need to make a claim before you talk to your insurer. We’ll ensure the paperwork is in order so you can avoid the back and forth.
We fight for you. Where necessary, we’ll handle any and all negotiations with your insurer to make sure you’re getting everything you need.
We’ll check that your ongoing claim has been established correctly and ensure you have a quality relationship with your ongoing claims manager.
We’re here for you. If you have questions, concerns, or just fancy a chat, your dedicated account manager will happily provide whatever you need.
If you want to work with expert insurance advisors who genuinely care about the financial security of your business and family, reach out. We’ll show you how we can help you navigate life with ease.