Tax and Accounting
For Individuals & Families
Tax and Accounting
For Individuals & Families
Tax and Accounting
For Individuals & Families
Utilising the very latest cloud-based accounting software, we can respond to your accounting needs giving you peace of mind, knowing that everything is kept in good order.
We manage each clients diverse needs, ensuring their tax benefits are maximised.
Our attention to ones complete financial position allows us to align our expertise with the needs and goals of our clients.
Utilising the very latest cloud-based accounting software, we can respond to your accounting needs giving you peace of mind, knowing that everything is kept in good order.
We manage each clients diverse needs, ensuring their tax benefits are maximised.
Our attention to ones complete financial position allows us to align our expertise with the needs and goals of our clients.
Home Loan
Tax and Accounting
Personal Insurance
The purpose of an insurance strategy hinges on various factors, including your life stage, occupation, required coverage, health, age, lifestyle, and financial position.
The essence of creating a life on your terms extends beyond wealth creation to include its protection. It's vital to ensure that you have the right coverage to support your needs if something unexpected were to happen.
Life is inherently unpredictable, and it is this unpredictability that personal insurance addresses. It serves as a financial safety net, ensuring that even in the face of life's unexpected challenges, your loved ones remain protected, and your financial security remains intact.
Our Private Wealth Advisers serve as your guiding light in the realm of personal insurance. They possess a wealth of knowledge and expertise, ensuring comprehensive insurance coverage tailored to your unique needs, preventing the pitfalls of being either over-insured or under-insured.
Types of Personal Insurance Available:
Term Life Insurance provides peace of mind with a lump sum in the event of the insured person's death or diagnosis of a terminal illness.
Total Permanent and Disablement (TPD) creates a lump sum to support financial needs when the insured person can no longer work due to incapacity.
Critical Illness offers a lump sum payout when there may be additional expenses due to illness or injury.
Income Protection ensures continuity of up to 75% of income in the event that the insured person can't work due to illness or injury.
In the complex landscape of financial decisions, certain matters can appear daunting and are often deferred due to their perceived complexity and distant impact. However, as the age-old adage suggests, "prevention is better than cure," and personal insurance embodies this principle.
Think of insurance as an invitation to secure a brighter, more confident future, without sacrificing the quality of life you enjoy today.
Why choose Peer Wealth
Expertise and Tailored Solutions
Our financial advisers serve as your guiding light in the realm of personal insurance. They possess a wealth of knowledge and expertise, ensuring comprehensive insurance coverage tailored to your unique needs, preventing the pitfalls of being either over-insured or under-insured.
Ongoing Support
Life doesn't stand still, and neither should your insurance coverage. Our financial advisers play a crucial role in reviewing your policy annually, ensuring that it evolves in line with your changing life circumstances.
Your Best Interest
Our financial advisers, bound by ethical standards, are unequivocally committed to acting in your best interest. They provide recommendations focusing solely on locating the policy that aligns perfectly with your unique requirements.
Claims Assistance
In the unfortunate event of a claim, you're never alone. Our advisers stand by your side, offering invaluable support and guidance to streamline the claims process and reduce stress during challenging times.
Contribution Strategies
Personal insurance intersects with tax strategies, often overlooked but with significant long-term benefits. Our financial advisers are equipped to guide you through the tax advantages associated with structuring your personal insurance within your superannuation, yielding substantial advantages over time.
