Personal Wealth Protection
At Delivering Certainty we strongly believe that the level and types of cover that you pay premiums for should directly relate to your needs and objectives.
This is why we spend the time during the initial discussions with you getting to know & understand those areas of your lives that are important to you.
A personal wealth protection strategy uses the Different Types of Cover available in the market to ensure that those goals are protected in the most efficient way, taking into account:
- Types of cover
- Level of cover
- Most appropriate insurance provider
- Ownership (Self, Spouse, Company, Trust, Superannuation)
- Estate Planning considerations
- Tax
- Premium Cost (Gross and Net of Tax)
Our advice is always provided via a formal document, a Statement of Advice, which will give you the peace of mind that once implemented your needs and objectives can still be met even in a crisis.
We also recognise that over time your circumstances will inevitably change and therefore are fully committed to reviewing our advice strategies on a regular basis to ensure they continue to remain relevant to you.
Click Here to help you understand Our Advice Process and how we can ensure you and those relying on you receive The Right Funds, in The Right Hands, at The Right Time.
This is why we spend the time during the initial discussions with you getting to know & understand those areas of your lives that are important to you.
A personal wealth protection strategy uses the Different Types of Cover available in the market to ensure that those goals are protected in the most efficient way, taking into account:
- Types of cover
- Level of cover
- Most appropriate insurance provider
- Ownership (Self, Spouse, Company, Trust, Superannuation)
- Estate Planning considerations
- Tax
- Premium Cost (Gross and Net of Tax)
Our advice is always provided via a formal document, a Statement of Advice, which will give you the peace of mind that once implemented your needs and objectives can still be met even in a crisis.
We also recognise that over time your circumstances will inevitably change and therefore are fully committed to reviewing our advice strategies on a regular basis to ensure they continue to remain relevant to you.
Click Here to help you understand Our Advice Process and how we can ensure you and those relying on you receive The Right Funds, in The Right Hands, at The Right Time.