⌟ Look After Your Family

Learn how we can help you make the right choices for life’s important financial decisions.

Our experts can provide you with more information on:

  • How to design your Tax Minimising Strategy
  • How to find a property that pays for itself
  • How to invest smart
  • Refinancing your current loan with new one
  • How to build a debt-recycling strategy
  • and more…

Nobody likes to think that things may go wrong but sometimes events beyond our control happen.

Even though you can’t see what tomorrow holds for you and your family, you can do something to protect them today.

A sudden or unexpected event or illness could potentially change your life in many ways. And the last thing any family needs is financial stress during a difficult time.

Protecting your family from the financial adversity an unforeseen event can cause could make a world of difference to them.

Being ready could make the difference. We can help give you and your family peace of mind that in the event of your illness, injury or death, their lifestyle can be maintained.

How we can help

We can help you determine the appropriate insurance cover – income protection, death and total and permanent disability (TPD), which may provide a lump sum or ongoing regular payments to your family if the need ever arises.

Frequently Asked Questions

Q : How can I protect my family?

A: When it comes to protecting your Family a Financial Advisor can help you plan for unexpected future events.

Planet Wealth will help give you and your family peace of mind in the event of your illness, injury or death. We can provide a Financial Plan which ensures their lifestyle can be maintained.

Q : What types of Insurances are available?

A: Personal insurance is there to provide financial security for you and your family. There are four types of personal insurance:

  • Income Protection
  • Total and Permanent Disablement (TPD)
  • Trauma Cover
  • Life Insurance

Planet Wealth is here to support you on your Risk Management journey.

Q : How much Insurance cover is enough?

A: Protecting you and your family is important. How much insurance you need will depend on your individual circumstances:

  • How old you are
  • How much you earn
  • How much you owe
  • How many dependants you have

We can provide a Risk Management Plan to ensure you and your family have peace of mind.

Book an Initial Consultation

    We Will help you to understand:

    • Wealth Creation
    • Superannuation Planning
    • Retirement Planning
    • Investment Planning
    • Personal Insurance
    • Budgeting
    • Debt Management
    • Home Loans and Business Loans

    Other Services

    Important Information

    Your privacy is important to us and AMP Financial Planning Pty Limited, which is part of AMP. You may request access to your personal information at any time by calling us on 1300 004 254 or contacting AMP on 1300 157 173. Information collected will be subject to AMP’s Privacy Policy.

    You can also contact us or AMP if you do not wish to receive information about products, services or offers available from us or AMP from time to time.