Wealth Protection Toowoomba

Wealth Protection

Generally your greatest asset is you! Therefore insurance is an incredibly important consideration in almost all financial advice. By having adequate and effective insurance you can protect yourself, your family and your business from financial hardship caused by unplanned events. Insurance will allow you to receive a financial benefit as a consequence of an insured event.

We will provide advice on the level of insurance required based upon your current situation, needs and financial resources. We will consider which types of insurance are most suitable, the structure of how your insurances are held (outside v inside of superannuation), the cost effectiveness of your insurances, any taxation implications of your insurances and any estate planning considerations which may occur in relation to your insurances.

• Life insurance
• Total and permanent disability (TPD) insurance
• Trauma insurance
• Income protection insurance
• Business expense insurance
• Key Person insurance 
• Buy/Sell insurance