Protecting Your Assets and Reducing Risk

Even if you feel invincible right now, it's smart to create an appropriate risk management plan to protect your assets.

Insurance can provide a sense of security and financial stability by offering a financial benefit in the event of an accident, illness, or death.

Without the right levels of life insurance, Total and Permanent Disability Insurance, Income Protection insurance, and trauma insurance, the wealth you worked hard to build can quickly disappear.

Small businesses should consider the effect of business partners or key persons becoming ill or dying suddenly. Without the right insurances, it could cause the value of the business to drop substantially.

Make sure to review your circumstances regularly to ensure your risk management strategy is up to date, that you have the appropriate insurances, and that the money goes to the right person in the case of a claim.

Licensee details

RCB Wealth Advisors Pty Ltd is a Corporate Authorised Representative (No. 1240230) of Capstone Financial Planning Pty Ltd. ABN 24 093 733 969. Australian Financial Services Licence No.223135.

Capstone Financial Planning Pty Ltd
Level 14, 461 Bourke St, Melbourne VIC 3000
Ph: 1300 306 900 | Email: vasb@pncfgbarsc.pbz.nh | www.capstonefp.com.au

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