‘Protecting your wealth’ is EQUALLY IMPORTANT as having a Financial Plan that ‘Builds your Wealth’.
You’re working hard to create your personal wealth and build up your business, and now it’s time to protect it.
● Personal Wealth Protection
● Wealth Protection for Businesses
Wealth Protection is important as there is no point having a Financial Plan in place if you can’t maintain your wealth & financial wellbeing in the unexpected event of death, sickness, illness or injury.
» Who will provide for your family and loved ones, upon death?
» What if you are sick or injured, and you can no longer work and earn income?
» Can your business continue to function and generate revenue without you or a key person?
» Who will pay the bills?
» Who will look after your family?
» Can your family continue the life they have, or will they financially suffer?
» How will your retirement plan be affected if suddenly you were out of work and forking out large sums on medical bills?
Personal Wealth Protection and Business Wealth Protection can help mitigate some of these risks.
‘Protecting your wealth’ is EQUALLY AS IMPORTANT as having a Financial Plan that ‘Builds your Wealth’.
Personal Protection specialising in;
» Life Insurance
» Income Protection Insurance
» Total & Permanent Disability Insurance
» Trauma Insurance
» Children’s Benefit Insurance
Personal Insurance (Life Insurance, TPD Insurance, Income Protection Insurance, and Trauma Insurance) can provide a means of protecting your wealth, so that you can continue to:
To find out more, Contact us to discuss your Personal Wealth Protection needs with a Gold Coast Financial Planner, call us today.
Business wealth protection insurances provide further protection for business owners beyond personal insurance.
You’ve worked hard to build a successful business, so it’s important to ensure that your hard work and assets will be protected in the unexpected event of death, disability, serious illness or injury.
These types of wealth protection insurances can provide protection for your business so that it can keep running along smoothly if you or key people suffer a serious illness, injury or disability and are unable to work, or upon death. These insurances may help to cover costs such as fixed business costs, loss of revenue, replacing an employee or the transfer of the business. As each type of cover is specific and the level of coverage is dependant on your type of business, it is very important to seek professional advice from a Financial Planner to ensure your business is protected against all these risks.
Types of Wealth Protection Cover for Businesses can include;
It’s also important to consider Business Succession Planning/Business Continuation Plans and buy/sell agreements.
To find out more, Contact us to discuss your Business Wealth Protection needs with a Gold Coast Financial Planner, call us today.