An effective financial strategy is one that not only considers how to create wealth, but also how to protect the wealth you already have and your ability to generate wealth in the future.

What would happen if you were injured? What if you fell ill and were unable to work for a period of time? Would you and your family survive?

Even worse....what if you died?

Imagine leaving your family burdened with the debts you created, not to mention the emotional anguish. The last thing your spouse needs to be worried about is "How am I going to survive? How am I going to support the kids? Will I have to sell the house?"

A good financial strategy will anticipate the unforeseen. Wealth protection is an essential part of every financial plan. It provides an agreed financial benefit on the happening of an insured event. Without the appropriate personal insurances the wealth you've built can rapidly erode as a result of an accident, illness or death.

Wealth protection is all about ensuring you have choices should the unexpected happen. Contact us to book an initial consultation to discuss your wealth protection strategies.


"Lynette and the team from ActonAdviceGroup have discussed effective financial strategies to create wealth, but also to protect the wealth I already have.   Lynette has really taken the time to understand my personal circumstances and the level of protection my family would need to cope with adversity."

- Pete Ratcliffe


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