- Unit 101, 612 Beaufort Street Mount Lawley Western AU 6050
- advice@sanderswm.com.au
Protect your family and your wealth from the unexpected. We offer comprehensive life insurance and risk protection strategies to provide certainty for you and your loved ones.
Provides a lump sum cover for your family in the event of death or terminal illness. Our strategy ensures you have just the right amount, so you protect your family and minimise premiums.
A lump sum payment if you suffer a permanent disability and are unable to work, ensuring your mortgage and medical expenses are covered.
Receive a monthly benefit up to 70% of your pre-disability income to cover normal living expenses and mortgage repayments should you be unable ot work due to illness or injury.
Losing a key person in your business can significantly reduce your ability to maintain profits and the business life. Putting in place the right strategy today will ensure continuity and protect all involved.
Working with multiple business owners, we know it is just as important to protect the value of their business as it is ensuring their Estate receives that value. We’ll work with the partners in the business to ensure all your bases are covered.
We’ll consider strategies and tools to provide liquidity for your Estate taxes, equalisation among beneficiaries, or to fund specific financial provisions for family members. We can work closely with your legal adviser to put the right plan in place.
Put in place the right family and wealth protection strategy today
Two weeks after our initial discussion, we will reconvene to present a high-level strategy, highlighting the benefits and value of proposed actions.
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0434 876 255
Sanders Success Wealth Management
Unit 101, 612 Beaufort Street
Mount Lawley Western Australia 6050
advice@sanderswm.com.au
Copyright © 2024 Sanders Success Wealth Management. All Rights Reserved.
Sanders Success Wealth Management is a Corporate Authorised Representative (CAR No 1292587) of Wealth Today Pty Ltd. Wealth Today Pty Ltd holds Australian Financial Services Licensee No 340289.
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