Wealth Protection

The common belief "it won't happen to me" often results in many people having a sound plan for wealth creation but not an adequate plan to protect the very thing that generates the wealth - themselves!

How death, disability or illness affects your ability (or your family's ability) to realise your lifestyle goals and objectives depends on the wealth protection strategy you have in place.

By taking out insurance, you can provide some financial protection for your family's personal needs. Insurance can be structured to provide for such things as the repayment of your debts upon death or disability, financial assistance for dependants and protection against the loss of income.

  • When super isn't compulsory

    As Australia’s $2.8-trillion super system attracts even more headlines than usual, more people may mistakenly assume that almost everyone in the workforce is covered by at least compulsory contributions.

  • Investors brace for Brexit - deal or no deal

    When people in the UK woke up on 24 June 2016 to the news that the country had voted to leave the EU (or "Brexit" as it is now commonly known), little did they know that 2.5 years later, the future of the UK's relationship with Europe would still be unclear. As debate and negotiation continue, what should investors do?

  • ATO identifies SMSF contravention red flags

    The ATO has identified certain red flags and problem areas with SMSFs that will attract its attention, ahead of tax time 2019.

  • Extra website resources and tools is one way we offer you and your family more.

    The following are available via our website and are not often available in the one place. All can save you time and effort. *

IT Financial Services, ABN 48 097 884 976, is an Authorised Representative of Apogee Financial Planning. Apogee Financial Planning Limited ABN 28 056 426 932 is an Australian Financial Services Licensee and has its registered office at 105 - 153 Miller Street North Sydney NSW 2060. A member of the National group of companies.