Personal Insurance

A major element of any wealth creation or preservation strategy is personal insurance – please take a moment to consider the following:

  • If you were to die, would your family be able to continue with their current lifestyle?
  • Would they need to sell the house?
  • What if you didn’t die but were not able to work for an extended period of time?
  • Would you be able to keep your existing employment?
  • How would you keep paying your bills / loans / groceries / lifestyle expenses?
  • If you had a major illness or event, would you be able to concentrate on getting better rather than financial matters?
  • What about the medical expenses and rehabilitation costs?

Of course the list could go on and on with the “what if” scenarios.  We insure our cars, homes and contents but what about the most important consideration –  Your Income.

At PCG Wealth, we analyse and provide recommendations on the types and levels of life, total and permanent disability, trauma and income protection insurance required, as well as implementation and on-going reviews of the same.

 

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Professional Consultants Group Pty trading as PCG Wealth are a Corporate Authorised Representative (CAR ref 320916) of Alliance Wealth Pty Ltd – ABN 93161647007; AFSL 449221)

Matthew Shute (ref 240413) & Don Giovanni Ricci “DJ” (ref 445929) are a sub-authorised representatives of Alliance Wealth Pty Ltd (ref 240413) and provide financial advice in the following areas – Financial Planning, Managed Investments, Superannuation & Retirement Planning, Risk Insurance, Self Managed Superannuation Fund investment advice, Taxation Planning & Estate Planning.  In addition Matthew Shute also provides financial advice in regards Margin Lending.
Your Adviser may offer you services through PCG Wealth and PCG Accounting which are each separate businesses.  Although the same Adviser may offer you services under the above businesses, each business is solely and separately responsible for the advice they each provide. In particular, Alliance Wealth is only responsible for the Financial Planning services for Managed Investments, Risk Insurance, Superannuation & Retirement Planning, Self Managed Superannuation Fund investment advice, Taxation Planning & Estate Planning  provided by Matthew Shute & Don G Ricci (DJ).  In addition Margin Lending financial advices provided by Matthew Shute. 

Disclaimer: The information provided on this website has been provided as general advice only and you should consider the appropriateness of the advice.  We have not considered your financial circumstances, needs or objectives and you should seek the assistance of your Alliance Wealth Adviser before you make any decision regarding any products mentioned in this communication.  Whilst all care has been taken in the preparation of this website, no warranty is given in respect of the information provided and accordingly neither Alliance Wealth nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information.

Alliance Wealth Pty Ltd

Email – aw@cpal.com.au

Head Office Tel – 1300557598

Useful links below –

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Financial Services Guide (FSG)

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to arrange your free consultation call (08) 8330 3800

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