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INSURANCE

Protect What Matters Most

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INSURANCE

We offer a range of insurance solutions designed to provide you with peace of mind and financial security, no matter what the future holds. Our expert financial planners are here to help you choose the right coverage to protect yourself and your loved ones.

Our Insurance Offerings

Life can change in an instant, and a serious illness or injury can have a significant impact on your finances. Trauma Insurance, also known as Critical Illness Insurance, provides a lump sum payment if you’re diagnosed with a specified medical condition. This can help cover medical expenses, rehabilitation costs, and everyday living expenses, allowing you to focus on recovery without financial stress.

Trauma Insurance

Trauma Insurance, also known as Critical Illness Insurance, provides a lump sum payment if you’re diagnosed with a specified medical condition. This can help cover medical expenses, rehabilitation costs, and everyday living expenses, allowing you to focus on recovery without financial stress.

Financial support during a critical illness

Coverage for a range of serious medical conditions

Flexibility to use the payout as needed

Peace of mind for you and your family

Life Insurance

Life Insurance ensures that your loved ones are financially protected if the unexpected happens. It provides a lump sum payment to your beneficiaries in the event of your death, helping them manage expenses and maintain their standard of living during a difficult time.

Financial security for your family

Coverage for debts and final expenses

Ability to leave a legacy

Peace of mind knowing your loved ones are protected

Total and Permanent Disability

TPD Insurance provides a lump sum payment if you become totally and permanently disabled and are unable to work again. This coverage helps you manage living expenses, medical costs, and any necessary lifestyle adjustments, ensuring you can maintain your quality of life.

Financial support in the event of permanent disability

Coverage for rehabilitation and medical costs

Flexibility to adapt your home and lifestyle

Peace of mind during a challenging time

WHY US?

We tailor our insurance plans to meet your unique needs and circumstances.

Expert Guidance

Our experienced financial planners provide clear, professional guidance to help you make informed decisions.

Comprehensive Coverage

We offer a wide range of insurance products to ensure you have complete protection.

Trusted Partner

With years of experience and a commitment to client satisfaction, we are a trusted name in financial planning.

Schedule a zoom call with Josh to discuss your insurance needs.

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© 2021 BY WEALTHY & WISE LIFESTYLE PLANNING PTY LTD

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ABN 58 113 067 968

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Level 35, One International Towers

100 Barangaroo Ave | Sydney NSW 2000

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1300 226 271

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Wealthy & Wise Lifestyle Planning is licensed through Lifestyle Asset Management Pty Ltd (AFSL 288421)

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PRIVACY POLICY

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Wealthy & Wise Lifestyle Planning PTY LTD, ABN 74 622 374 501, trading as Wealthy & Wise, AR number 1259510, is an Authorised Representative of Lifestyle Asset Management Pty Ltd (Australian Financial Services Licence No. 288421).

HQ Sydney

Level 35, One International Towers

100 Barangaroo Ave | Sydney NSW 2000

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Gold Coast Office

21 Crombie Avenue, | Bundall,

Gold Coast | QLD | 4217

1300 226 271

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