Wealth and Insurance Consulting

When business beings expanding, so will every other aspect of your life. You'll get to enjoy a ton of brand new experiences and at the same time, you'll have more responsibilities to handle than ever before. 

While you're busy earning and growing, it is easy to lose sight of everything else. 

You can lose sight of how your earnings are managed and how these earnings can be grown into true, long-lasting wealth. Wealth which will see you into a comfortable retirement. 

You can also lose sight of the fact your business and other aspects of your life will need to be protected. Life's worst curveballs are always just around the corner. Crop difficulties, raging fires, workplace accidents, debilitating illness, car crashes or even worldwide pandemics are all possible. 

Have you thought about how you can grow your earnings into something greater? Do you know what your retirement looks like? Have you thought about how to protect your business, your wealth and the other aspects of your life?

It's okay if you haven't. 

If you have never thought about using your earnings to grow true wealth or taking our insurance to protect it, don't worry. We understand you're busy. Looking into all of these things isn't a small task.

But that's why we are here to help. We have two decades of experience as both wealth and insurance consultants. 

We understand the up and down nature of financial and property markets. We get the challenging superannuation landscape. We know managed funds. We're forward thinking, proactively seeking out the right forms of insurance to protect you from the inevitabilities of life. 

Both our wealth and insurance consulting services start simply - 

- with a chat. 

We take our time discussing your financial life through and through. We cover topics that include where you are at financially, where you want to go and how you want to get there. 

Off our conversations we out forward solutions to help you multiply your wealth and protect you as much as possible during your journey. 

Our wealth consulting service can help with -

Creating a financial plan for your future goals         
Building personal wealth through; investments, managed funds and superannuation
Retirement planning 
Self-managed superannuation funds
Establishing a regular saving and investment plan
Risk assessments 

And when it comes to keeping your wealth, health and overall life safe from harm, we can help with -

Life Insurance
Life insurance will see a lump-sum payment is made to nominated beneficiaries if you pass away. 

Total and Permanent Disability (TPD) Insurance
TPD ensures a lump-sum is paid to cover rehabilitation and living costs in the case you are seriously injured or sick. 

Trauma Insurance
Worst-case scenarios such as cancer, strokes and heart attacks are covered by this. A lump sum could cover medical expenses, ongoing recovery and rehabilitation costs. 

Income Protection
If you're badly injured or get extremely sick, regular monthly payments from Income Protection could cover you for a specified period. 

When you seek our advice, we keep in mind that this is about you, your family and your business. There is zero pressure to take on any of our solutions. They are an offering and everything we discuss is entirely confidential. What you tell us, stays between us.

Need help from a wealth consultant today?

We would love to have a chat. 

If you are open to a conversation just give us a call on (07) 41518898 or get in touch by filling in our contact form.

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