Protect what you have worked for
- Strategic approach to protecting your wealth
- Clever insurance solutions
- Asset protection
- Tax-effective trust structures
- Professional wealth management
It’s hard enough to accumulate wealth and a comfortable lifestyle without worrying about the impact of life’s misfortunes and eventualities. To ensure asset and income protection for the family or business requires a strategic approach to risk transfer and flexibility as circumstances change.
Transfer the risk to protect assets and income, put simply, it pays to have someone else take on our financial risks.
Risk transfer, otherwise called insurance, is a highly cost-effective way of protecting the growing value of assets and investments. Consider insurance instruments such as:
- Life Insurance
- Total & Permanent Disability Insurance
- Trauma Insurance
- Income Insurance
- Business Expenses Insurance
- Key Person Insurance
- House & Contents Insurance
- Health Insurance
These instruments are tax deductible against personal and business income and provide a solid platform for asset and income protection.
At around 1% of sum assured can you afford not to be insured?
Before considering any asset protection one should have adequate insurance as a stop-gap.