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 Financial Advisers, 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
As your accountants, we see you every year to do your tax. This gives us, as your Financial Planner, 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 dedicated Research Managers at Count head office. What does this mean for you? It means that the products we recommend are of high quality, as endorsed by Count.
5. Wealth Protection Advice
We will recommend the most appropriate product 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.
Robson Partners Pty Ltd ABN 85 136 858 190 provides financial planning services as an Authorised Representative of Count. 'Count' and 'Count Wealth Accountants' are trading names of Count Financial Limited ABN 19 001 974 625, AFSL No. 227232, a wholly-owned, non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124. Count is a Professional Partner of the Financial Planning Association of Australia Limited.