Risk Protection

They say life insurance is like a parachute, if you don’t have it the first time you need it, you won’t be needing it again.

Alright, that might be a bit morbid, but it’s true. People insure their cars, their contents, their pets. But a lot of people forget to insure the biggest income producing asset they have, themselves.

HAVE YOU PLANNED FOR THE UNEXPECTED?

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Making sure you have the right level of cover to protect you and your family

A good risk management strategy will ensure that your financial plan continues moving forward even if you are no longer able to produce an income.

The reality is, most people can’t save the amount of money required to do that. So, we need to determine how much of that risk we would like to pass on to an insurer, that’s where we come in.

Our team can develop an insurance strategy that is personalised, flexible and affordable so that you can move forward with the peace of mind that you and your family are financially protected.

Areas we can assist

Life

Life insurance is designed to protect your family if the worst should happen. In the event of your death or a terminal illness a lump-sum insurance benefit may be used as chosen, for example, to fund required medical expenses or reduce your mortgage

IP

Income protection insurance provides an income safety net via periodic insurance receipts should you become incapacitated and hence unable to work due to illness or accident.

TPD

TPD (total and permanent disablement) insurance provides a lump-sum benefit should you suffer an illness or accident that leaves you totally and permanently disabled and unable to work.

Trauma

Trauma insurance provides a lump-sum on diagnosis of a specified medical condition. The included medical conditions differ by insurance company however typically include heart attack, cancer and stroke.

Why work with us?

Complimentary needs analysis

Strong industry relationships

Impartial risk advice

Claims assistance

Highly qualified and experienced advice team

Alignment with your planning strategy

 12/37-39 Albert Road Melbourne VIC 3004
 13000 ACTON
(03) 8692 6959
contactus@actonwealth.com.au 
ActOn Wealth is a privately owned boutique financial planning firm. Our number one focus is our clients.
We strive to provide an exceptional service to help you achieve financial security and prosperity.
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© Copyright ActOn Wealth 2019. | All Rights Reserved. ABN: 56 619 492 974 Corporate Authorised Representative of National Planning Partners Pty Ltd ABN 25 620 741 326 (Representative No. 1270401) Australian Financial Services License 503734.  Squared Home Loans Pty Ltd ACN 162 675 050, Credit Representative 436415 is authorised under Australian Credit Licence 384704.
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