Bills today. Dreams for tomorrow. People counting on you. Let’s bring your insurance and financial life into one conversation—and help you see what to do next.
Book your free financial consultation (opens in a new tab)Meet with us virtually on Zoom. Your Zoom meeting link will be emailed to you when you book your consultation.
Your financial check-up is free. An optional written report is BBD $50.
It’s easy to make financial decisions one at a time. But the mortgage affects your budget. Debt affects what you can save. And the protection you need depends on who and what you’re responsible for.
At Blackman Insurance, we take time to understand how those pieces fit together. Our proprietary Insurance & Financial Portfolio software supports a structured, personal review, so we can identify potential gaps, discuss tailored recommendations and help you shape an action plan around your circumstances.
You don’t need to know which product you want. Start with what you want your life to look like.
Time with family. A home of your own. Feeling less stretched at the end of the month. Your plan should reflect what a better future means to you.
Tell us what you’d like to change. We’ll start there.
You may recognise one of these questions—or several. We’ll connect them, rather than expect you to solve each one on its own.
You earn an income. Does it feel like there’s anything left for you?
We’ll look at what comes in, what goes out and what you want to change. Saving and budgeting belong together: a plan needs to work in the life you’re living today.
If an unexpected bill arrived, would it use the money meant for something else?
Everyday cash, an emergency reserve, planned expenses and longer-term goals serve different purposes. We’ll help you think about which pots you need, how accessible they should be and how to build them at a pace you can manage.
Does your budget guide you—or leave you feeling guilty?
A spending plan, separate pots for key expenses or a routine that puts savings aside first can suit different households. We’ll explore budgeting approaches around your income pattern, priorities and responsibilities, with room to review as life changes.
Are your repayments moving you forward, or just keeping you afloat?
We’ll consider balances, interest costs, repayments and the pressure on your monthly budget. Together, we can explore debt reduction strategies and their trade-offs, and work out which questions and next steps deserve priority.
What would you like the money you set aside today to make possible?
A home, education, retirement or greater choice later: your goal gives saving and investing a purpose. We’ll discuss your timeline, access needs and comfort with risk, then explore relevant options without promises of guaranteed returns.
What could interrupt your progress—and who would feel the impact?
Illness, damage to property or the loss of an income can affect several parts of your life at once. We’ll review your insurance, responsibilities and potential gaps so protection makes sense alongside your savings, debt and future goals.
You don’t have to figure all of this out before we meet.
Let’s talk about your situation (opens in a new tab)Our Insurance & Financial Portfolio brings structure to your personal review. Explore a few pages from an illustrative report.
Your consultation is free. A written report is optional at BBD $50.
Bring income, spending and commitments into the same conversation.
This excerpt shows income. The full statement also sets out monthly and annual outgoings.
Start with your free consultation (opens in a new tab)Illustrative example using fictional client information.
For demonstration only. This is not investment advice or financial advice.
We’ll work towards a plan you can understand and act on, with recommendations grounded in your goals, commitments and current arrangements.
The consultation is free. If you’d like a written report to refer back to, it’s optional at BBD $50. Any product application is a separate decision, subject to the relevant provider’s terms and assessment.
Please read your consultation checklist before we meet. Having the relevant information ready helps us spend our time understanding your situation and working through practical next steps.
Prepare an outline of your income and expenses, assets, insurance, debts and goals. Bring what applies to you; if something is missing, we can talk it through.
Read your consultation checklistBook a free meeting with Blackman Insurance. We’ll start with you, look at the whole picture and help you work towards a plan for what comes next.
