Personal
Insurances
Welcome to FUSION our pre-engagement, pre-commitment, getting to know you process. Click to start this obligation-free, complimentary service.

Our Philosophy
Protecting yourself against risk is crucial to a successful financial plan. Consider what would happen to the plan if you are unable to work, become permanently incapacitated, experience a significant illness, trauma or business relationship break-up, or if you pass away. Your plan and those left behind need to be protected against these possibilities.
A balance needs to be struck between the cost of insurance payments and the level of cover required. There are a number of strategies that can be utilised to minimise the cost burden whilst providing you with suitable coverage.
THREE REASONS TO TALK TO US

Integrated strategies to protect your plan and those important to you

Structure for optimal tax
effectiveness and affordability

Solution tailored to minimise cost and optimise coverage
Areas of Expertise

Income Protection
Insurance
Maintaining an income flow
while you can’t work

Trauma
Insurance
Lump sum payment for
experiencing an event

Total Permanent
Disability Insurance
Lump sum payment if you
can’t work again

Life
Insurance
Lump sum or annuity payment on death or terminal illness

Key
Man
Insuring your business against the loss of a business partner or key person to the business
Our Simple Process

DISCUSS
goals & objectives

ANALYSE
type & amount of cover required

STRUCTURE
ownership for tax benefits

SOLUTIONS
recommend

IMPLEMENT
insurances

CANCEL
previous insurances
About MEDICAL WEALTH Advisory

Strategy. Structure. Solution.
Medical Wealth Advisory is a specialised service, dedicated to helping medical professionals reach their financial goals and objectives through innovative financial strategies, structures and solutions. We are here to help you to achieve to financial flexibility now and financial freedom later.
We have a significant understanding of the Australian medical profession and the evolving health care industry. It’s this expertise that allows us to provide services tailored to cover all your financial needs.