Personal Risk Planning
It is essential to try and minimise the risks to your financial plan and be prepared for the unexpected.
Death, accidents, illness, unemployment, early retirement – these are all things which can cause havoc.
To avoid the unexpected, it is important to have a strategy in place to build and protect your wealth.
Wealth Preservation works by transferring the risk to another party should something happen which results in you not being able to meet any ongoing financial commitments, due to a loss of income.
This is known as risk insurance and our experienced advisers will be able to assess your financial circumstances and aim to protect assets. We can provide you with a wealth of information about:
- Income Protection
- Asset Protection
- Life Insurance
- TPD – Total Permanent Disability Insurance
- Trauma (Critical Illness) Insurance
Contact us today to have a chat with one of our experienced Financial Advisers to help protect yourself, and your assets.