Wealth Protection

Many people have no hesitation in taking out home, car or even pet insurance however, how well have you protected the greatest asset of all YOU?

Could you continue living and paying your bills if you have an accident, or suffered from a serious illness that prevented you from working again?

And if you are the main income earner and unexpectedly died could your family survive financially?

While not pleasant to think about, such life changing events can have devastating effects on your family if you have not taken the right steps to protect yourself.

Taking out personal insurance is all about providing a financial safety net when you need it the most. It's designed to take care of you and those nearest to you.

While many may think of personal insurance as an unnecessary cost, the truth is, it may be the best investment you'll ever make.

The most common types of personal insurance include:

  • Life insurance
  • Total and Permanent Disability
  • Income protection
  • Trauma or Critical Illness

To ensure you and your family have adequate protection in place, we will:

  • Review your insurance needs to determine required levels of cover to ensure you and your family are adequately protected
  • Review insurance market to ensure quality of product is adequate
  • Review insurance market to ensure premiums are competitive
  • Discuss funding options to minimise impact on lifestyle and assets, as well as ensure cover is set up in the most tax effective way.

Other Services

  • Investment Management
  • Cash Flow Management
  • Tax Minimisation
  • Debt Reduction
  • Estate Planning
Contact

Get in touch

Address

Suite 4 70 Croydon St
Cronulla, NSW, 2230

Shaun Parton and Ripple Wealth Pty Ltd ABN 70 633 648 138 t/as Ripple Wealth are Authorised Representatives of Synchron, AFS Licence No 243313

The information contained on this website is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.