mission wealth

Life Insurance & Income Protection

Protecting your hard-earned wealth is just as important as building it. A Financial Plan without a risk management strategy is like a house of cards; unexpected events or expenses can easily undo years of hard work and financial growth.

At Mission Wealth, we work closely with our clients to tackle risk management head-on. We’ll help you assess potential financial risks and provide tailored advice on how to manage, accept, offset, or eliminate them. This might involve transferring the risk through personal insurance policies, such as Life insurance, Total and Permanent Disability (TPD) cover, Income Protection, and/or Critical Illness cover.

Benefits of Partnering with Mission Wealth for Your Risk Management

Flexibility and Choice:

You're free to choose between a Fee-for-Service or a Commission-Based advice model, whatever suits your preferences and budget.

Thorough Medical Pre-Assessments:

As part of our due diligence, we conduct thorough medical pre-assessments to find the insurer most likely to offer you appropriate coverage at the best possible terms. This saves you time and potential stress during the application process.

Smart Insurance Structuring:

We use our expertise to structure your insurance policies in a way that optimises both cash flow and tax implications. This ensures you get the most out of your coverage without compromising on essential features and benefits.

Holistic Approach to Risk Management:

Our approach goes beyond simply selecting insurance policies. We'll work with you to develop a comprehensive risk strategy that aligns with your overall financial plan and long-term goals.

Ongoing Support and Guidance:

We provide ongoing support and guidance as your needs and circumstances change, ensuring your risk management strategy remains relevant and effective.

By tackling potential risks head-on and implementing a solid risk management strategy, you can safeguard your financial future and enjoy greater peace of mind.

Our Services

At Mission Wealth we help our clients overcome the common “money roadblocks” that prevent them from leading the life they want with full confidence and less money stress.