Centric Wealth

your interests, our focus

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Protect You and Your Wealth

We can provide you with the solution to protect both your income and assets in the event of death, total and permanent disability, loss of income due to sickness or accident, a major illness.

Our Risk advisers are specialists. You are offered an advice driven service, not a product driven service. Our objective is to recommend those products that best suit your risk insurance needs.

Personal insurance offerings that we advise on include:

Life Insurance Life Insurance offers a lump sum payment to your beneficiaries in the event of your death. Life Insurance is an important part of your total insurance portfolio and like other insurances provides financial security when you, or your family, need it most.
Total and Permanent Disability Insurance Insurers will pay you a lump sum if you are totally and permanently disabled and unable to work again.
Trauma Insurance Minimise the financial hardship that a serious illness can cause.
Income Protection Insurance  The insurer pays you an income while you cannot work if you are sick or injured. Policies will usually pay out up to 75% of your normal gross income. For an individual, Income protection insurance is tax deductible and the benefits when paid are considered taxable income.

 

Our Process:

We will work with you to establish and maintain a comprehensive insurance protection strategy. We understand that that insurance coverage can have important implications from an estate planning and tax perspective. We will work with you and your legal practitioner, accountant or other appropriate professional adviser.

If you would like to discuss or find out more about Centric Wealth's Insurance Services please contact one of our Advisers or email info@centricwealth.com.au


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