Having an appropriate plan in place with the right personal insurances will provide you with piece of mind that if you cannot work due to illness, injury or death that you (or those closest to you) can meet commitments and have financial security. 

Personal insurance needs change through life.  When you start to earn income, you need to protect your ability to earn that income. Later in life circumstances can change (perhaps you get married or have children) and there are new responsibilities that need a secure protection strategy. There are also specific financial risks that need attention when you take on new financial responsibilities, such as starting a business or taking out a mortgage.

As you move through your working life and closer to retirement, the right insurance plan can protect your retirement plans in case that serious injury or illness forces you into early retirement. 

Business owners have unique challenges that makes having the right insurance plan critical to ensure that the financial impact and risks of the loss of key persons or one of the business owners due to serious illness of death do not place the business in a situation where it is unviable.  

Insurance can also be used as part of a broader estate planning to manage the passing of assets to future generations. 

Expert advice is extremely beneficial when it comes to insurance. We assist in determining appropriate levels of cover and the appropriate arrangement for you, rather than just purchasing a policy.

Our advisers can help ensure that your personal situation and interests of your family are safe should the worst happen. 

Allow us to reduce some stress at a difficult time; we can assist in dealing with your insurance company should you ever need to claim.

If you would like to talk about a personalised plan for you, give us a call on 6245 1777.

Get in Touch


© Ivy Wealth - All Rights Reserved
COVID-19 Update
The information contained herein is of a general nature only and does not constitute personal advice. You should not act on any recommendation without considering your personal needs, circumstances and objectives. We recommend you obtain professional financial advice specific to your circumstances.

DWM (TAS) Pty Ltd trading as Ivy Wealth ABN 30 153 421 179. Corporate Authorised Representative of Sentry Advice Pty Ltd AFSL 227748.
Website by Gloo Advertising