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Wealth Protection





Insurance is an important risk management tool that can protect you, your family and your business from financial hardship caused by unplanned events.


Wealth protection is an essential part of every financial plan. It provides an agreed financial benefit on the happening of an insured event. Without income protection, trauma, life and TPD insurance, the wealth you’ve built can rapidly erode as a result of an accident, illness or death.


We expect all our clients have existing arrangements in place; in case you wish to review the arrangement, we will be able to refer you to one of our qualified financial advisers.


Without adequate risk protection, the realisation of financial goals may not be reached in the event of death, injury or illness. Insurance is an essential part of planning for a secure financial future.


Wealth Protection may include:

  • Life protection and Future Planning
  • Retirement Planning
  • Investment Advice
  • SMSF & Superannuation Advice
  • Business Success Planning


The information in this website and the links provided are for general information only and should not be taken as constituting professional advice from the website owner.

Finance Circle Group is not a financial adviser. You should consider seeking independent legal, financial, taxation or other advice to check how the website information relates to your unique circumstances. Finance Circle Group may refer you, with your consent, to a financial adviser or a financial planer who is qualified and licensed to provide financial planning advice.

Finance Circle Group is not liable for any loss caused, whether due to negligence or otherwise arising from the use of, or reliance on, the information provided directly or indirectly, by use of this website or information provided by us.