Providing High Quality Financial Advice…
WiZDOM Advisory is a specialist financial planning business aiming to provide high quality personal advice to our clients.
We understand every client is different with different goals and objectives. Our passion is to help our clients identify their specific goals, to reach their goals and turn thoughts into reality.
A key part of growing your wealth is protecting you and your family along the way with personal insurance advice. If you are in business we can help you assess your needs should something significant happen to you or your business partners. We can review your personal insurance needs in the areas of Life, TPD, Trauma and Income Protection cover. As part of your asset protection and investment strategy it is important to consider how you manage financially if the unexpected occurred. Failing to have adequate insurance in place to protect you, your family and your assets can have devastating consequences. Without insurance you may have to use your savings or other assets to make sure you can cover your expenses, and face significant financial hardship in the event of ongoing illness/injury. Superannuation funds may provide you with automatic acceptance cover for Death and Disablement, however this cover is often not enough to cover ongoing expenses in the event of a claim, and most people will require a full risk protection review through a financial planner to ensure adequate levels of insurance. It is important to remember that personal insurance is not only for the main bread winner in the family. But think of what would happen if anything was to happen to the main child carer in the family? Financial advice can go a long way to ensuring you secure your financial future for yourself, and your children.
When in business you need to think and prepare for the unexpected. We can help you by providing advice on protecting the key persons in your business, suitable buy sell insurance and assess your needs for business expense insurance. Adequate business insurance can ensure business continuity and certainty for the co-owner, family and or dependents should anything happen to a business owner.
WiZDOM Advisory, Clint Ducat and Jaclyn Rose are Authorised Representatives (No. 434801, 434181, 1271852)
of WiZDOM Wealth Pty Ltd AFSL No. 485363.
WiZDOM Advisory Pty Ltd as trustee for WiZDOM Advisory Trust ABN 43 958 741 037
WiZDOM Advisory is Corporate Authorised Representative No. 434801
of WiZDOM Wealth Pty Ltd AFSL No. 485363