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. * See video link below for a real life story.

 

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.

*  Watch this video of a real life story
Get covered for life
Keith and Joanne's story shows how life insurance has helped one Australian family. But they didn’t quite have enough cover, or the right types of cover. They talk about how this affected their family life and the positive impact that life insurance - and good financial advice - can have. Click here to watch a video of their story.