Protect Your Wealth
Having the mindset to commit to a back-up plan for undesirable life events is the first challenge….we help you tackle it head on.
Insuring Your Income
Insurance is a very important part of any comprehensive financial plan.
It gives you financial protection against a range of risks like loss of property, loss of your ability to generate income, medical expenses, or covering the key person within your business.
There are four main types of insurance – Life, Total & Permanent Disability, Trauma and Income Protection insurance.
Astute Wealth Planners can ensure that the ownership structures of your insurance is the most tax effective (in regards to funding insurance premiums), but also in reference to estate planning, making sure the money gets to the right hands, under the lowest tax at the right time.
We will help you tailor insurance to your needs by completing a full analysis of your financial circumstances, looking at your specific family situation or sitting within your business and talking with your accountant.
Allow us to review your current pre-retirement status. It’s a free, no-obligation service.
Did You Know…
Because we’re all living longer there are more people relying on the Government Aged Pension now than ever before.