Look After Your Family
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.
We will help you to understand:
- Wealth Creation
- Superannuation Planning
- Retirement Planning
- Investment Planning
- Personal Insurance
- Debt Management
- Home Loans and Business Loans
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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
This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.
Planet Wealth Pty Ltd ACN 137 467 362 as Trustee of the Planet Insurance and Financial Planning Unit Trust ABN 15 757 194 605, is an Authorised Representative and Credit Representative of AMP Financial Planning Pty Limited ABN 89 051 208 327 Australian Financial Services Licence 232706 and Australian Credit Licence 232706