WEALTH PROTECTION & INSURANCES

Our professional risk advisers can help you work out the right type and amount of insurance to provide financial protection for you and your family. They can also help you structure your insurance so that it minimises tax and meets your cash flow needs (i.e. holding your insurance through super).

 

“We are a family focused financial planning firm, dedicated to ensuring you and your loved ones are protected”

 

Types of Insurance

Each of the insurances below can be tailored to your own personal circumstances and we can assist you to make sure you and your family are adequately protected.

  • Life insurance – insures your life. This insurance will pay a lump sum in the event of your death and can provide financial security for your loved ones.
  • TPD – stands for total and permanent disablement. If you lose the ability to work due to an event that renders you totally and permanently disabled, you will be paid a lump sum from a TPD insurance policy.
  • Income protection -Your ability to earn an income and provide for your family is arguably your greatest asset. This insurance cover will replace up to 75% of your income via a monthly payment in the event you are unable to work due to sickness or injury.
  • Trauma insurance – provides a lump sum payment if you suffer a specified medical condition and survive. It can assist with living expenses, medical costs, special care, and it provides a level of financial independence while you are recovering.

FOR MORE WEALTH PROTECTION ADVICE CONTACT OUR PLANNING TEAM

Financial Planner

Desley began her Financial Planning career in 2003 as a Paraplanner. She is a Certified Financial Planner (CFP) – one of the………………..

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Partner / Senior Accountant

Dean is a qualified accountant with over 20 years experience. He has completed a Masters in Commerce and his extensive accountancy background………..

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Senior Financial Planner

Ryan is an experienced financial planner having spent the first 8 years of his professional life with Australia’s largest financial services and banking group……….

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Director / Principal Planner

Aaron leads our Statewide Wealth team and brings a strong culture of personal service to our client offering. Aaron works closely with clients to help identify…….

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Schedule a call back and start your journey today!