Wealth Protection

Protecting your wealth is as significant as the strategies implemented to increase your wealth.

We insure that you and your family are properly protected against life’s big and little uncertainties, in providing cover for your bills and your family’s financial responsibilities.

These can include:
• Serious sickness
• Injury or disability
• Premature death

WEALTH PROTECTION SERVICES

Our services include:
• A realistic examination of your risks
• An unbiased assessment of risk insurance providers
• The most cost effective risk insurance for your needs.

When developing your Insurance strategy, we will take into account your current financial situation including:

• Potential lost income
• Debts
• Funds required to support your spouse and dependents
• Children’s education
• Funeral costs
• Provide a Lump Sum for Home and Lifestyle Alterations and Medical costs

From this information, we will develop a detailed Statement of Advice that will include all the relevant information you have provided and outline appropriate strategies to help you achieve your Wealth protection goals. 



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Wealth Creation

We help you build your wealth with quality advice from one of our highly qualified Financial Advisors.

Wealth Protection

Protecting your wealth is as significant as the strategies implemented to increase your wealth.

Finance Brokerage

We offer a complimentary and no obligation detailed assessment of a loan to suit your requirements.

ProInvest

Shop 2, 245 Bridge Road, Richmond,
Victoria 3121

Tel: (03) 9428 0041
Fax: (03) 9428 0043

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