RISK AND INSURANCE
How we help
Life insurance is about making sure your loved ones are taken care in the event of your death.
Income protection provides an income stream in the event of injury or illness.
FIND THE BEST COVER
We will shop to get you the best cover with at the best price. You will get whole sale prices.
Covers costs to pay for rehab, renovations, medical, and all other expenses.
This provides payments to cover business expenses for certain events.
HOW MUCH COVER?
We provide a needs analysis to calculate how much insurance cover you need.
Provides a lump sum payment in the case of a medical illness like heart attack, stroke, or cancer.
This insurance provides payments to cover the loss of a key person in a business.
We look at different strategies to manage your risk that might not be orthodox.
Why is risk and insurance important
The last thing anyone wants to leave to their loved ones is the burden of debt. So an important part of risk management is calculating the lump sum needed to clear the debt.
Provide an income
Our ability to produce income is probably the most important asset we possess. So when we suffer an injury or illness that stops us from earning an income, we want to be able to be cover any expenses until we are able to work again.
Cover costs of injury and illness
There are usually costs associated with various illnesses and injury that include treatment, surgery, medicine, rehabilitation costs, home modifications, equipment, etc.
Peace of mind
The benefit of proper risk management and insurance is peace of mind that your family will be taken care in an event your death, injury, or illness.
Why use Whole Wealth
We are one of the rare independent financial planners in Australia.
We continuously improve our services to make your life easier.
We are all degree qualified in our field. We have decades of experience and training.
We pride ourselves on our advice because we take the time to get to know you.