Protect your family by protecting your financial future
Would your family be able to survive financially if you were unable to work due to illness or injury, or in the event of your untimely death?
While we believe every Australian needs a good quality personal insurance plan and; your family’s financial security is paramount. So now is the right time to prioritise insurance advice that’s specific to your profession and financial needs.
Putting insurance off until tomorrow, may be too late
Research shows that mental health conditions are the largest single cause of disability in Australia and you have more than a 60% chance of being disabled for more than a month during your working life. So protecting your assets may be the wisest investment move you will ever make.
As experts in this area, we offer a professional claims service, to simplify the process of making a claim. We will manage the process for you, including all the documentation and complexities involved, to resolve your claim efficiently.
The first step is a brief consultation with one of our advisors, to discuss your potential risks.
Our insurance philosophy
With our personal insurance plan, you will know your financial goals are still on track, even if obstacles get in the way:
- We look holistically at your investment and insurance plan to find the right balance
- We understand the purpose of personal insurance is to protect your family
- We match insurance providers and insurance types to your specific needs
- We use specialised insurance to suit your profession
- To simplify the process, we manage the claim process on your behalf, meaning you will have one point of contact for making a claim
Adam’s story of the traumatic event that changed his life
I’m so glad for the safety net of insurance that’s been there for my family – life would be very different if we hadn’t made those good financial decisions earlier.
Keep your financial goals on track, despite any unexpected challenges
Have you also considered?
Take our 5 Minute Financial Health Check for a quick guide to your current financial situation
Professional Wealth Services Pty Ltd
ABN: 58 174 609 776
PWS is 100% owned and operated by its advisers, staff and management.
Australian Financial Services Licence No. 312047
Suite 3, Level 25,
100 Miller Street
North Sydney NSW 2060
PO Box 1815
North Sydney NSW 2059