Services

Wealth Protection

Wealth Protection

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It’s often the forgotten piece of the financial puzzle.

Protecting everything that’s important to you with a solid insurance and risk management strategy is vital for long-term financial welfare.

Our Wealth Design specialists can help you finish your puzzle, particularly if you’re a business owner. When you’ve got that much at stake, both personally and commercially, you can take comfort in knowing that an effective risk management and asset protection portfolio is available through The Peak Partnership.

Our Risk Insurance Solutions area provides advice and can arrange cover for:

  • Life insurance;
  • Trauma insurance;
  • Total and permanent disability cover;
  • Income protection insurance;
  • Business continuity insurance;
  • Business expense insurance; and
  • Key person cover.


Business Insurance and Succession Planning

Business Insurance and Succession Planning

Many small and medium-sized businesses don’t consider the operational and ownership impact of an unforseen event.

We're talking events such as litigation, a major accident, resignation, forced retirement or death of a business partner.

Without a documented business succession plan and adequate insurance protection, such an event can cause financial and emotional distress for those business partners left to deal with the issues.

The Peak Partnership Wealth Design Solutions can guide your business through the process of establishing a Business Succession and Business Insurance Plan. Then you, your family and your business partners will have the reassurance that the unlikely is covered and your business can do what it does best.


Personal Insurance and Estate Planning

Personal Insurance and Estate Planning

FACT: MOST PEOPLE DON'T HAVE ADEQUATE LIFE INSURANCE COVER.

This means they're totally unprepared for the financial ramifications for their family in the event of their death.

Regardless of your personal wealth, you need to plan for the unexpected. You should consider how you want assets and property distributed to your beneficiaries, and any accompanying taxation implications. It’s also important to think about the financial welfare of your partner or other dependent beneficiaries if you are permanently incapacitated or die.

The Peak Partnership Wealth Design Solutions can help get you sorted with a tailored personal insurance portfolio, a proper Will and Power of Attorney; to ensure those close to you are financially protected if you’re no longer around.

HOW CAN WE HELP?


Get in touch today...