your partner in business health and personal wealth

Risk and Wealth Protection

Are you leaving your future to chance?

As part of our ongoing service offering, Phillipsons conducts regular reviews of client information to ensure optimum compliance, wealth accumulation and risk minimisation. Do you have sufficient personal insurance in place should the unthinkable happen?

 

Have you considered the potential financial impacts of an illness or accident on your future?

 

The common belief amongst most Australians is 'it will never happen to me'. The reality is that life can be easily interrupted or cut short by accident or sickness, which can leave you and your family in financial difficulty.
 

That's why the components of any comprehensive wealth protection strategy should include life insurance, income protection and trauma insurance. These can collectively offer the comfort of knowing that you and your loved ones are protected should illness, injury or death occur.

 

Phillipsons provides a wide range of services in the area of personal financial planning, wealth protection and investment advice through Phillipsons Financial Planning - our dedicated financial planning advisory division.

 

Our financial advisors are professionally qualified and authorised to advise you on the type and level of insurance cover that is right for you. We can also review your existing arrangements.

 

This is an obligation free service available to all Phillipsons clients. For further information, simply phone us on 03 5144 5207.