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Focusing on Wealth Protection & risk management for Key individuals in businesses and families.
No Fees, just your financial adulting, DONE
Many Business owners & self-employed Kiwi’s want the best protection for the business and lifestyle they have built, but are time and energy-poor and have a to-do list as long as their arm. Their mental capacity is spent on running your business & the day-to-day.
And so Wealth Protection & the task of optimising your business and lifestyle insurance gets put into the “too hard basket”
At WealthCraft we create a clear, and simple Wealth Protection plan for you and your business.
If you’re in your 30’s or 40’s you’ve probably got your wealth protection portfolio sorted. Wealth Protection is financial adulting 101.
What is Wealth protection you ask?
Well, my friend, I am glad you asked, although slightly concerned you don’t know yet. (Let’s change that, shall we? 😉
If an unexpected event happens, (as they do) Wealth Protection is a financial safety net that can help to keep your lifestyle as normal as possible & put financial security strategies in place to protect the lifestyle you built and the people you built it for.
Now if you’re thinking, isn’t that Insurance? The answer is yes, but Wealth Protection is much more than just insurance. Other financial security strategies can be implemented alongside insurance to ensure that you are 1) Financially Resilient 2) Protected in multiple ways and 3) optimising your insurance policies, so that you are not under or over insured and paying too much.
An example of this is – if in the event of a death or an illness that renders you or a loved one unable to earn an income, we have Wealth Protection strategies to ensure that you do not have the burden of a large debt like mortgage or high rental expenses falling on the surviving spouse and facing the possibility of losing the family home because you cannot handle the large payments on one income. This is called Mortgage Protection Cover – it protects you from losing the family home in a crisis.
Now, this is just one of the strategies we can put in place to ensure certainty around your financial security and protect your lifestyle, there are other things we can help you set up as your financial advisor to create a holistic wealth protection plan with longevity and future sustainability in mind.
These things include helping you build better financial habits and increasing your money confidence so that you can implement exactly what you need to protect the lifestyle you’ve built, optimise your insurance for best Cost vs value and save so you can invest and grow your wealth too!
It’s time to get your Wealth Protected!
This is what we do at WealthCraft.
To review your current insurance cover or begin looking at implementing cover,
BOOK A 10 MIN CHAT, TO SEE IF WE CAN ASSIST YOU ON YOUR FINANCIAL JOURNEY.
Protect what I’ve Built
Alleviate anxiety and stress related to the uncertainty of your business continuity should you not be able to work. Plan your Financial future with strategic advice on business insurance that aligns with your long-term and short-term financial goals. Including Acc Restructure to improve cost vs value.
Protect me & My Family
Create greater emotional well-being and a sense of control over life’s unexpected storms by having Insurance in place.
Free yourself from uncertainty and book a free 10-minute session to discuss the current state of your financial reality and objectives.
We discuss your current reality and future desires.
LET’S TALK FEES: how much is this going to cost you? The good news is, as a financial advisor I do not charge you fees. The consultation and meetings there after are free. I get paid by the providers you choose.
Why use a financial advisor instead of going direct?
Well, the providers charge the same fees weather you use an advisor or not (so to get the best value speak to an advisor who can determin exactly what you need and direct you to the best products suited to your financial goals)