Our Services

Asset Protection and Family Wealth Protection

Our Asset Protection and Family Wealth Protection service offers comprehensive strategies to safeguard your loved ones and assets during times of uncertainty.

Asset Protection
Why Point B Planning

Steps to protecting your family

At Point B Planning, we understand the importance of safeguarding your assets and protecting your family’s financial future. Our asset protection and family wealth service is designed to help you navigate the complexities of insurance and financial planning, ensuring that you’re prepared for whatever life may bring.

Asset Protection - Financial Services - Point B Planning
What We Do

Asset protection and family wealth

  • Reviewing Your Personal Position: The first step in protecting your family is to assess your current financial situation and identify any potential vulnerabilities. Our team will work closely with you to review your assets, liabilities and existing insurance coverage to determine what insurances are required to adequately protect your family’s interests.

  • Customised Insurance Solutions: We recognise that every family has unique needs and preferences when it comes to insurance coverage. That’s why we’ll take the time to discuss potential added extras and tailor a comprehensive insurance strategy that aligns with your specific circumstances, ensuring that you have the protection you need when you need it most.

  • Exploring Funding Options: Funding insurance premiums can be a significant expense, but there are options available to help minimize the financial burden. We’ll explore various funding options, including utilising superannuation where possible, to ensure that your insurance needs are met without compromising your financial stability.

  • Protecting Your Family’s Way of Life: Our ultimate goal is to protect your family’s way of life, even in the face of unexpected challenges or crises. Whether it’s safeguarding your income, ensuring mortgage repayments are covered or providing for your children’s education, we’ll work diligently to develop a comprehensive risk management plan that gives you peace of mind.

  • Tax Minimisation Strategies: Certain forms of insurance may offer opportunities for tax minimisation, providing additional benefits beyond just financial protection. We’ll explore potential tax minimisation strategies and ensure that your insurance arrangements are structured in the most tax-efficient manner possible, maximising your savings and enhancing your overall financial security.

Your Financial Advisor

Seek support from your financial adviser

Navigating the complexities of asset protection and family wealth planning can be overwhelming, but you don’t have to do it alone. If you’re ready to take control and safeguard your family’s future, we encourage you to seek support from our experienced Financial Advisers. With our expertise and guidance, you can rest assured knowing that your family’s financial well-being is in capable hands.

At Point B Planning, we’re committed to helping you protect what matters most. Contact us today to schedule a consultation and take the first step towards securing a brighter future for you and your loved ones.

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