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
Maintaining an income flow
while you can’t work
Lump sum payment for
experiencing an event
Lump sum payment if you
can’t work again
Lump sum or annuity payment on death or terminal illness
Insuring your business against the loss of a business partner or key person to the business
Our Simple Process
goals & objectives
type & amount of cover required
ownership for tax benefits
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.