Wealth Protection

Protect your assets

It’s important to us that your family’s future is protected. Ideally most people don’t want to sell those assets being used to build their future – once sold they’re gone. We’ll stress test your assets against rising interest rates, job changes, injury, trauma, permanent disability, and death. We’ll ensure you have comprehensive protection in place to cover serious events that can happen any day and we’ll challenge you to consider the impact of life’s curve balls on you and your loved ones. We care about how you’re travelling.

Our asset protection services include:

enabling you to achieve the peace-of-mind that comes from knowing your financial future is secure.
helping you plan so you can pay for any unexpected medical expenses you may encounter.
helping you plan to replace your income if something were to prevent you from working over the short, medium, or long term.
helping you ensure your family could continue living their preferred lifestyle if the worst happened. And if it does…
We’ll help you secure your entitlements.

We’re your first port of call when life doesn’t go to plan. If you need to make a claim we’ll liaise with your providers, explain your situation, find out what’s required and ensure you get what you need as soon as possible. We take that stress from you so you can focus on what’s important for you and your loved ones during difficult times.

Contact us about Wealth Protection

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Please send me occasional updates on Financial Services that could benefit me

What our clients are saying

We were introduced to Tim through our mortgage broker. Tim's knowledge, experience, understanding and expertise of where we wish to be financially and how to get there comfortably made our decision makings very easy. The rewards are paying off.

It was the smartest decision and best investment we have ever made! Faced with some serious health and life challenges we were overwhelmed, out of our comfort zone and really had no idea how to move ahead. Ciarán and Andrew are men of great integrity and they are trustworthy, professional, honest, knowledgeable and compassionate. Our association with them has changed our lives. They helped us create a retirement strategy and guided us in the implementation. They have given us the confidence and support we needed to make sound financial decisions and meet our financial and family goals.

Tim explains everything to me in a way that I can understand. I am always confident with Tim. Tim has helped me with setting up a self funded pension and I am very happy with the service Tim gives to me.

Tim has helped with managing my money to give me a stress free retirement. A pleasure to deal with and very knowledgeable.

Adam has helped and guided us through reducing our personal debt and improving our cash flow. He's secured our existing and future financial position with a combination of protective measures and investment strategies, which included consolidating our super and then putting it to work, and making it work hard for us. His guidance and advice (while slightly cautious for this avid risk taker) has helped us clear our personal debt, obtain well above average returns on our investments, and late last year, finally saw us in a position to buy our dream home.