SALT AND STONE FINANCIAL PLANNING

Wealth Protection

Wealth protection advice focusses on strategies that may assist in safeguarding your financial position against unforeseen risks.

We can assist you by providing guidance on:

  • Understanding different types of personal insurance, including life, total and permanent disability, income protection and trauma cover

  • Considering the role of insurance in managing financial risk and protecting assets

  • Assessing appropriate levels of cover in light of your obligations and objectives

  • Understanding ownership structures and premium funding options

  • Highlighting relevant tax and superannuation considerations, where applicable

  • Implementing appropriate coverage to address your needs

Recognising that individual circumstances differ, a range of advice options is available to help you determine what may be appropriate for your situation. By taking a holistic view of your financial position, assets and objectives, we aim to support informed decision-making aligned with your broader financial goals.

Wealth Protection Advice

Salt and Stone Financial Planning Pty Ltd ABN 55 693 360 413, trading as Salt and Stone Financial Planning is an authorised representative of GPS Wealth Limited ABN 17 005 482 726 holder of Australian financial services license number 254544 (“GPS”). GPS is owned by Count Limited ABN 111 26 990 832 of GPO Box 1453, Sydney NSW 2001. Count Limited is listed on the Australian Stock Exchange. The Information on this web page is not financial product advice and is provided for information only.