How Wealth Smart are you?
Wealth SmartВ is an advisory specialist forвЂ¦
- Life Insurance
- Income Protection Protection
- Corporate and Personal Superannuation
вЂ¦and provides financial advice and planning solutions to our Private Clients.
We help organisationsВ and individualsВ inВ raising awareness of their life insurance and super plan options. We undertake both employee and private client engagements, assisting each with their own insurance, super and financial life planning activities.В Read moreвЂ¦
2012 Wealth Smart Life Insurance
Free eBook: Life Insurance: 6 Questions to determine how much life insurance you need.
If youвЂ™re thinking about Life Insurance you may have already done some research and realised that itвЂ™s a much more complicated issue than it at first appears!
It turns out there are aВ lot of things you need to ask yourself before you even begin to compare policies. After all, youвЂ™ll never be able to choose the best policy for you if you havenвЂ™t first figured out your own needs!
We ve broken it down for you with thisВ easy-to-read eBook. In it,В we ask the six most important questionsВ forВ you so you can determine what you want inВ вЂ“ and can expect from вЂ“ your policy.
A guaranteed steady income is essential to your health and peace of mind, but many donвЂ™t realise that they can have it protected by insurance just like their other assets.
Temporary income protection insurance can replace up to 75% of your income during periods you are not able to work, due to illness or injury. Superannuation contributions of up to 15% can also be covered.
An income protection insurance broker can compare policies from leading insurance companies and help you choose the one that is right for you. Contact Wealth Smart today and let us help you make the smarter choice.
What Consumers Really Want from their Advisers
SYDNEY: 12 March 2013 вЂ“ What financial advice clients really want from their advisers is a strong professional relationship.
This is one of the findings of New Frontiers, a white paper which assessed the views of over 12,000 financial advice clients over a period of four years, conducted on behalf of the Association of Financial Advisers (AFA) by Business Health, sponsored by AIA Australia.
Speaking at the launch of the white paper in Sydney today, AFA CEO Brad Fox said the research reveals that clients rate the relationship aspects of the financial advice process most highly. вЂњRelationship aspects include the business relationship, the professionalism and the support staff of the advice practice,вЂќ Read More
Wealth Smart Pty Ltd (ABN 79 879 256 967) is a Corporate Authorised Representative of Millenium 3 Financial Services Pty Ltd (ABN 61 094 529 987) holder of Australian Financial Service Licence No. 244 252
This website is for Australian Residents only.