- Financial Planning
- Risk Management/Asset Protection
Even if you feel indestructible now, putting in place an appropriate risk management strategy to protect your assets is a smart idea.
Insurance is an essential part of protecting your assets and reducing risk. It can provide peace of mind and allow for a secure financial future.
Personal Insurances can assist in providing protection for you, your family and your business from difficult financial situations and unexpected events. It does this by providing a financial benefit to the insured when a specific event occurs relating to an accident, illness or death.
Wealth that you have worked hard to build can disappear quickly without appropriate levels of life insurance, Total and Permanent Disability Insurance, Income Protection insurance, and trauma insurance.
Small businesses that have not considered the effect of business partners or key persons becoming ill or unexpectantly dying can result in the business value decreasing substantially without appropriate insurances.
You should review your circumstances regularly to ensure your risk management strategy is up to date, that the appropriate insurances are in place, that they are cost and tax effective and that in the unfortunate event of being required to claim upon, that the money gets to the right people and does not result in unintended circumstances.
RCB Wealth Advisors Pty Ltd is a Corporate Authorised Representative (No. 1240230) of Capstone Financial Planning Pty Ltd. ABN 24 093 733 969. Australian Financial Services Licence No.223135.
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