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Wealth Protection

Ensuring that our clients' personal estate and cash flows are protected are vital elements in their overall financial strcuture and goals.


Our Wealth Protection services

Wealth ProtectionPersonal Estate Planning
 
Asset Ownership & Structures
Income Protection
Critical Illness Cover
Total and Permanent Disability Cover
Life Cover
Mortgage Equalisation Protection
 

Personal Succession Planning
Family Wealth Transfers
Enduring Powers of Attorney
Wills
Testamentary Trusts
Estate Equalisation


Having appropriate insurance cover is the cornerstone of a comprehensive financial plan and can help minimise the financial impact of events beyond your control.
It can help put the right amount of money at the right time in the right hands when you need it most. 
A personally tailored Wealth & Asset Protection Plan from Mayfair Wealth Management can help you avoid some of the pitfalls listed below such as:
-  Determining the appropriate amount of cover required
-  Ownership structures
-  Tax implications
-  Cash flow concerns
-  Long term premium costs
-  Product choice
-  Underwriting terms & medical requirements
-  Policy wording & definitions  
Don't wait until it's too late!
We all know friends & family who have suffered a serious illness or accident and the devastating financial impact it has had on them and their family.
Call us to make a confidential no obligation appointment with one of our advisers.
It will be the best call you've ever made to provide "Peace of Mind" to you and your loved ones.
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Wealth Protection Advice

People readily insure assets such as their house and car in case of a loss, but they often overlook the need to insure their most valuable asset  - Themselves.

Consider this

It's something that many of us don't wish to think about - but what would happen if your income stopped suddenly because you were no longer able to work?
Could you, or our partner, continue to meet your mortgage repayments?
How would you cover ongoing bills or your children's school fees?
If you don't have a plan that can cover your costs if your health fails, it's worth preparing one.
Request a confidential call back from our office to discuss your financial situation or call us on 03 9585 8755.