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Wealth Protection
When you think about
financial planning, you probably think about
investing money and increasing your wealth, but did
you realise that the first step to any financial
plan is protecting what you already have.
You are sitting on some very valuable assets at the
moment, that you may not have thought of as assets
and therefore not insured. We are the right people
to assist you with your wealth protection needs for
5 reasons:
1. Minimise tax
As your Accountant, we know that some insurance is
best held within superannuation in order to minimise
your tax.
2. Calculate the right amount of cover
The right amount of insurance depends on your
current level of debt and your number of dependents.
We have this information on-hand which allows us to
ensure that you always have the right amount of
cover.
3. Review your insurance portfolio on an ongoing
basis
We see you every year to do your tax, giving us the
opportunity to review your insurance portfolio and
make sure you always have the right amount of cover.
Unfortunately, too many people put insurance in
place and never look at it again, only to find later
on in life that they had too much of one insurance
and not enough of another.
4. Quality products
We are part of Count Wealth Accountants, a large
financial group and are guided by a recommended list
of insurance products. The products on this list are
thoroughly researched by wealth
protection specialists and dedicated Research
Managers at Count head office. What does this mean
for you? It means that the products we recommend are
of the highest quality and represent the best
available in the industry.
5. Wealth Protection Advice
We are your Accountant, we are not employed by a
Life Company. We will
recommend the most appropriate product and provider
for your particular circumstance – you are our
priority.
Our insurance service can be tailored
to your individual needs and is designed to help you and your family achieve financial
security in a time of personal crisis. We can provide quotations for Income Protection,
Trauma, and Death and Disablement Insurance.
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