Insurance and wealth
protection planning
Risk management solutions to support your lifestyle and wealth ambitions, delivered through our specialist insurance partnership.
Protect what matters most.
Insurance is a critical part of any sound financial plan, but it’s also a specialist discipline in its own right. That’s why we’ve partnered with MBS Insurance WA Pty Ltd and MBS Advice Licence Pty Ltd (AFSL No. 536983) (MBS Insurance), a dedicated life insurance advisory practice, to deliver our clients’ personal risk advice. We assess how insurance fits into your broader financial picture, then connect you with MBS Insurance’s specialists to design, place and manage the right cover for your circumstances.
What we do
Identifying your protection needs
Life is unpredictable. If you were unable to work due to illness or injury, your financial goals shouldn’t have to stop. As part of your broader financial plan, we help identify where Income Protection, Life, TPD and Trauma cover fit into your strategy. We then then introduce you to MBS Insurance, our specialist partner, to structure and place the right policies for you and your family.
Cost optimisation & efficiency
Insurance shouldn’t be a burden on your lifestyle today to protect your lifestyle tomorrow. Through our partnership with MBS Insurance, your cover is benchmarked across the market, unnecessary costs are stripped away, and smart structures are used to ensure you have the right level of protection at the lowest cost possible. Buying power is critical to accessing lower premiums, which is where our partnership with MBS can deliver superior outcomes for clients.
Strategic ownership
Where you hold your insurance is just as important as the cover itself. We review how your policies are owned. Inside superannuation, personally, or through a trust or other structure. These are critical considerations as part of your overall financial and tax strategy, to maximise benefits and minimise the impact on your cash flow.
Business continuity
For business owners, your business is often your greatest asset. We help you identify Buy/Sell and Key Person protection needs as part of your succession and business planning, enabling the specialist advice and policy structuring to ensure that if a partner or essential team member can’t work, your business and your equity, remains intact.
Claims support
The true value of insurance is only felt at the time of a claim. MBS Insurance, manages the claims process directly, handling the paperwork and advocating on your behalf to ensure benefits are paid accurately and promptly. While we can stay closely involved to make sure the outcome fits your broader financial position.
Clarity, care, and efficiency
The team at Vantage Wealth Management has been absolutely outstanding. They’ve guided us through everything from insurance and superannuation to investment strategy and complex claims always with clarity, care, and efficiency. It’s rare to find someone so capable and genuine in this field, we couldn’t recommend Vantage Wealth Management more highly.
Exceptional service, trusted advice
Rob Tawil and Vantage provide outstanding guidance on insurance, superannuation, and investments. Rob is knowledgeable, proactive, and explains everything clearly. We trust him completely and know his guidance has our best interests at heart.
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Let’s explore your goals
Gain a vantage on your own wealth management today.
