Wealth Protection

Once you begin accumulating wealth and actively managing your finances, the next step is to ensure that you and they are protected.

Our professional advisors can assist you with a range of wealth protection strategies to help ensure you and your wealth is protected.

It’s important to plan ahead so you and your family will still enjoy a comfortable life regardless of what happens.

The approach we use begins with cash flow modelling. This shows the income you require at various life stages. From this we can advise you on protecting your income through various means, including:

Risk Management Strategies

We use a range of risk management strategies to protect your wealth from financial pitfalls. For example, portfolio diversification can be used to minimise the risk when an investment market is volatile. Our expert advisors can advise you on the most effective risk management strategies for you and your circumstances.

Life Insurance Advice

Insurance is crucial for wealth protection. You may need to protect your income, your capacity to earn, or your retirement savings. Insurance can also help provide for your loved ones should something happen to you.

Without sufficient insurance protection, events such as injury, sickness or death can cause both emotional stress to your family and a strain on your finances. We can help safeguard you from stress and financial strain by making sure you have the most appropriate and sufficient insurance coverage. Insurance cover types we recommend may include:

  • Life Insurance
  • Income Protection
  • Trauma cover
  • Total and Permanent Disability Cover
  • Business Insurance

It’s also important that you review your cover regularly. We recommend you meet with one of our advisors at least once a year to review your insurance cover to ensure you continue to protect your wealth.

Tailored-FIt Wealth Management Services Melbourne

It takes time, hard work and smart planning to grow wealth, and the last thing you want to happen is to lose all your wealth or even a portion of it because of careless management of your investments. Establishing thorough and effective risk management strategies are among the best things you can do to protect your wealth today.

Call Strategic Wealth Services on (03) 9896 5100 for a chat. You can also send us an email to info@strategic3.com.au.