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.

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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.