Wealth Protection

Wealth protection is assesing and insuring your risks to protect you and your family in the event of death, disability, loss of income, trauma or critical illness. It's looking at you financial position and cash flow needs and asking the question; what if ? Most people dont think to much about it untill something happens and its too late.

We can help you answer the following questions:

  • What type of insurance cover do I really need?
  • How much of each type of insurance do I need to protect me and my family financially?
  • What insurers and products are appropriate for my circumstances?
  • What is it going to cost, and which is the best value?
  • Should I hold my insurance inside or outside my super fund?
  • If I need to make a claim, how much tax will I pay on the benefit?
  • How can I make it tax deductible?
  • I have an existing health condition, what are the issues for me?
  • Now that I have decided what to get, how do I fill in these forms?
  • What is a loading or an exclusion?
  • I have some existing insurance, am I getting good value?
  • I seem to be paying a lot for insurance, do I really need it?

If you need the answers to some or any of these questions then please contact us for an appointment.

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