Wealth Protection & Insurance

Wealth Protection and Insurance

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Peace of mind for your future

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Wealth Protection

You have worked hard to get where you are today, but what would happen if you were injured, fell ill or died? No one likes to think about it, but have you considered whether your family would be protected? Could you get by financially if you were no longer able to work either for an extended period of time or permanently? And what if you died?

Wealth protection is an essential part of every financial plan. Without income, trauma, life and TPD insurance, the wealth you’ve built up can rapidly erode as a result of an accident or illness.

Our Financial Services department can assess your personal situation and recommend policies that best suit your needs. We can also review your current policies to ensure they continue to provide an adequate level of cover. This is particularly important if your financial situation changes and extended coverage is needed for additional family members.

Types of Insurances

Imagine leaving your family burdened with the debts you created if you died. Insuring your own life ensures you leave adequate resources to your family and dependants. You might be surprised how little that peace of mind costs.

Our Team can recommend a policy that is right for you.

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General Advice Disclaimer:  The advice provided is general advice only as, in preparing it we did not take into account your investment objectives, financial situation or particular needs. Before making an investment decision on the basis of this advice, you should consider how appropriate the advice is to your particular investment needs, and objectives. You should also consider the relevant Product Disclosure Statement before making any decision relating to a financial product.

The following - David Ryan, Sam Papadopoulos, Ron Crook and Amanda Crook are Authorised Representatives of Count and are licensed to provide financial advice.

We are committed to ensuring the privacy and security of your personal information.  As an Authorised Representative of Count Financial Limited, we are bound by Count's Privacy Policy

AccountingHQ ABN 63 814 033 438 is an Authorised Representative of Count Financial Limited ABN 19 001 974 625 AFSL No. 227232 which is 85% owned by CountPlus Limited ABN 111 26 990 832 (CountPlus) of Level 8, 1 Chifley Square, Sydney 2000 NSW and 15% owned by Count Member Firm Pty Ltd ACN 633 983 490 of Level 8, 1 Chifley Square, Sydney 2000 NSW. CountPlus is listed on the Australian Stock Exchange. Count Member Firm Pty Ltd is owned by Count Member Firm DT Pty Ltd ACN 633 956 073 which holds the assets under a discretionary trust for certain beneficiaries including potentially some corporate authorised representatives of Count Financial Ltd. The information on this web page is not advice and is intended to provide general information only. It does not account of your individual needs, objectives, or personal circumstances