Wealth Protection

When it comes to protecting your most valuable asset there is a lot to consider.

At Coastal Wealth we offer holistic insurance advice when protecting your loved ones, their income and their health.

We help provide peace of mind by knowing that when facing death, illness or injury financial concerns such as paying the mortgage, bills and ongoing expenses will be taken care of.

Understanding your situation allows us to tailor advice to your situation ensuring you won’t be under-insured should the worst happen. We use our industry knowledge to research a range of providers and consider price, features, benefits and payment options making if affordable to have the cover you need.

Make sure you have the required cover needed for your situation today and contact us for an appointment to discuss your protection needs.

Our services include:

  • Providing you the appropriate cover and levels of cover required for your personal situation
  • Assessing payment options including tax and cash flow effectiveness
  • Comparing as assessing a wide range of insurance providers to find the best solution for you taking the guess work out of policy selection
  • Offering peace of mind that you and your family will be provided for financial if you were unable to work due to illness or injury
  • Making sure families are provided for financial in the event of death or disablement