Part of any holistic wealth management strategy is ensuring that you have the right protection in place to take care of your family and your financial security in the event of an illness or accident.
By understanding your individual requirements, Perks is able to provide tailored advice and implement the appropriate level of life risk protection so that your family and wealth will be secure in the long-term – no matter what life throws at you.
Perks will guide you through the wealth protection process, ensuring your family’s needs are met, your personal and business financial interests are catered for, and that the appropriate plans are in place for the transfer of debt, assets and shareholding.
Disclaimer: Any financial product advice is provided by Perks Private Wealth Pty Ltd (AFSL No. 236551) (“PPW”). The information provided is general in nature and is not personal financial product advice. The information provided has been prepared without taking into account your objectives, financial situation or needs and because of this you should, before acting on it, consider the appropriateness of it having regard to your objectives, financial situation and needs. You should carefully read and consider any product disclosure statement that is relevant to any financial product that has been discussed before making any decision about whether to acquire the financial product. Please refer to our Compliance & Legal page for PPW’s FSG for contact information and information about remuneration and associations with product issuers.
Eddie provides tailored advice to clients on their personal and business risk insurance needs. His client’s unique situation is at the forefront of every risk protection strategy he puts forward.
Why it pays to review your policy now.
Last updated 16/02/2020
Australia’s prudential regulator, APRA, is set to mandate further regulatory changes to Income Protection from October 2021,...