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SAFEGUARDING YOUR FINANCIAL LIFE

Asset Protection & Insurance

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Characteristics
  • PEACE OF MIND
  • Diverse Strategies
  • FORWARD THINKING
  • PROACTIVE MINDSET
RIGHT FOR YOU IF...
  • Wonder if you have adequate insurance
  • Worry about losing your income
  • Seek guidance regarding your estate
  • Don’t know if your personal assets are linked to your business assets
  • Want to evaluate your business risks
PROTECTION FOR YOUR FUTURE

Overview

As your hard work pays off and you begin to accumulate substantial assets, it’s time to start thinking about how to protect those assets from the unpredictable hazards of life. Storms can damage properties, and market downturns can affect stocks. While some losses may be inevitable, there are many strategies you can use to minimise your risk and protect your assets.

For example, our financial advisers may suggest a variety of options to ensure your peace of mind. Strategies may include income protection, other personal insurances, entity structuring, business succession or estate planning. Depending on your unique circumstances, some or all of these strategies may be used to protect your assets through the uncertainty of life.

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Meet the Asset Protection & Insurance team

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  • Rod-Thumb
  • Adam-Thumb-2

Matt Smith

Director

Matt is a tireless, results driven adviser with a passion for collaborating with clients to help them make optimal financial decisions. Focussed on a seamless alignment between aspirations and strategy, Matt’s purpose for being professionally is to deliver peace of mind that financial decisions made now are supportive of a successful financial future for his clients.

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Rod Dickinson

Director

Making complex situations simple and understandable, and seeing clients meet long term goals is where Rod gets the most professional satisfaction.

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Adam Montana

Principal Client Adviser

Adam believes the secret to getting ahead is getting started. Adam helps clients realise where they are now, where it's possible to go, and works through the reality of this to achieve a positive financial outcome. Seeing the results of his advice gives him a real sense of satisfaction.

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