Personal Insurance
Risk management is the foundation of any financial plan. Ensuring that you are able to fund the contingencies whenever they arrive is essential for any client to meet their lifestyle goals.
Vantage Financial advisers are specialist risk advisers and can assist in all areas of personal risk management. We act as brokers so we are not tied to any particular insurance provider.
Understanding your lifestyle goals
In assessing each client's lifestyle goals, we are able to ascertain the level of cover required, review the insurance market and provide an objective recommendation based on the balance between underlying benefits and premiums.
Providing comprehensive advice
Vantage Financial advisers, in conjunction with tax specialists, will also advise the most suitable structure in which to hold the your insurance policy to minimise costs and maximise tax benefits.
We provide comprehensive advice on life insurance, income protection, total and permanent disability (TPD) and critical illness insurance (also known as trauma insurance).
Corporate risk management solutions
For corporate clients, we specialise in structuring key man insurance as well as funding for buy/sell agreements. Click here to learn more about our corporate solutions.
Contact us today to discuss risk management solutions for your needs.
Disclaimer: The information contained within this website is of a general nature only. Whilst every care has been taken to ensure the accuracy of the material, WealthSure Pty Ltd will not bear responsibility or liability for any action taken by any person, persons or organisation on the purported basis of information contained herein. Without limiting the generality of the foregoing, no person, persons or organisation should invest monies or take action on reliance of the material contained herein but instead should satisfy themselves independently of the appropriateness of such action.
Our Australian Financial Services Licence is provided by WealthSure Pty Ltd (AFSL No: 238030). Please note that WealthSure Pty Ltd is not licensed to provide advice on Mortgage Broking, General Insurance, Legal Document Drafting, Taxation, Real Estate & Business Coaching.
