Insurance and wealth protection advice
Risk management solutions to support your lifestyle and wealth ambitions in case life events occur.
Protecting individual and family lifestyles in the event of illness, sickness or death.
Advice on how much cover you need based on your personal values and lifestyle situation.
Ensuring policies are cost effective.
Ensuring policies are appropriate and will pay benefits on time without complications.
Take away the stress when assisting with a claim.
Ensure your business is protected if a key person is unable to work.
Facilitate buy/sell insurance for businesses and farming clients to help with a full value, timely transfer of equity.
How we can help.
I
Life and disability insurance
Comprehensive needs analysis to determine how much is enough. Cost and quality policy reviews for existing insurances.
II
Business buy/sell insurance
Business stakeholder advice on the relevance of key man or buy/sell equity transfer insurance.
III
Current policy review and cross check to market
Whole of market review of current policies to ensure costs are minimised and possible payout benefits enhanced.
IV
Insurance premium tax considerations
Advice on most effective ownership strategy for insurances to maximise benefit payments.
V
Super fund ownership of insurance
Advice and tax consequences on how best to own insurance, inside or outside of superannuation.
Get in touch today and here’s how your team will work
First meeting -understanding your personal situation.
Research analysis
& modelling.
Second meeting –
present strategy & recommendations.
Authority to proceed
& implementation.
Ongoing review, monitoring & recommendations.
Jocelyn and I would also like to thank everyone at Vantage for their unfailing help when needed, their sound advice and above all, their integrity.
Jocelyn and David
Other services we offer
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Superannuation advice
All elements of superannuation advice supporting tax planning, costs and future growth.
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Retirement planning and capital adequacy advice
Modelling your assets and cash flow to meet wealth and life goals.
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Insurance and wealth protection advice
Risk management solutions to support your lifestyle and wealth ambitions in case life events occur.
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SMSF trustee advice
Designed to assist trustees comply with their administrative, legal and regulatory responsibilities.
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Estate planning and management advice
Assets going into the right hands, in the right way, at the right time.