Wealth Protection Advice Perth

Boutique Advisers Private Wealth, a financial advisor firm based in Perth, offers expert wealth protection and insurance advice to families and individuals across Australia. Boutique is a highly experienced and trusted firm specialising in wealth protection and insurance advice by experienced and professional financial advisors. Our services include strategic financial planning, expert insurance solutions, and wealth protection advice to ensure you and your family remain financially secure with robust asset protection. Boutique in Perth delivers tailored wealth protection advice with financial planning, insurance solutions, and asset protection, ensuring healthier, happier, and more prosperous lives.

Protecting your family and your business for those unexpected twists in life is one of the cornerstones of our financial advice process. Risk management can come in many forms, and depending on your personal situation, Insurance can be a cost effective and simple way to overcome or mitigate some of those risks and having a financial advisor to help your through the journey is integral.

Some of the best laid out wealth plans can come unstuck if a key employee or family member is unable to work so protecting the assets that you have built and understanding the risks is important. Insurance is such a specialist area and having access to all insurers to find the right solution is critical.

Call Boutique Advisers Private Wealth at (08) 9381 8779 for wealth protection and insurance planning from Expert Wealth and Insurance Advisors in Perth.

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Wealth Protection and Insurance Advice for You and Your Family

Boutique offers tailored wealth protection and insurance advice, helping to evaluate the right level of protection for you and your family. Our expert team provides asset structuring through trusts or companies and collaborates with legal professionals when needed. Ensuring that insurance coverage navigates uncertainties and protects wealth. The professional team at Boutique safeguards your financial legacy, providing seamless

transitions while mitigating disputes, payment delays, and tax implications. Securing your financial future starts with comprehensive wealth protection and insurance advice. We help identify and manage key risks like litigation, incapacity, illness, or death, ensuring stability and peace of mind.

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Boutique Advisor Private Wealth’s Wealth Protection Strategies

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Corporate Structuring

Using appropriate corporate structures, we help separate assets and minimise risk exposure. This includes ensuring capital-appreciating assets are held separately from the trading enterprise, protecting your wealth and enhancing long-term financial security.

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Banking Arrangements

The team at Boutique conducts thorough reviews and assessments of banking arrangements to ensure assets are protected and not unnecessarily encumbered, helping to optimise financial stability and minimise risks for individuals.

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Insurance

We provide expert advice on personal insurance, including policy reviews, risk analysis, tax implications, and tailored policy selection. Our services also cover structured buy-and-sell agreement insurance to ensure comprehensive protection and financial security.

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Estate Planning and Related Family Agreements

We provide expert advice on managing tax implications and estate payments, reducing the risk of disputes. Our services coordinate financial structures, including SMSFs, Family Trusts, and companies, to align with testamentary objectives and ensure a seamless wealth transition.

Full range of Insurance Advice for our clients

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Life Insurance

Life Insurance offers financial security by providing a lump sum payment to your loved ones in the event of death or terminal illness. This ensures your family is supported during challenging times, helping to cover expenses, secure their future, and maintain financial stability when it matters most.

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TPD Insurance

TPD Insurance offers a lump sum benefit if you become totally and permanently disabled, preventing your return to work. This essential cover ensures financial security during challenging times, helping manage expenses and maintain stability for you and your loved ones when the unexpected happens.

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Trauma Insurance

Trauma Insurance, also known as Critical Illness Insurance, provides a lump sum payment upon the diagnosis of specified medical conditions or injuries covered under the policy. This financial support helps manage treatment costs, cover living expenses, and maintain financial stability during challenging times.

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Income Protection Insurance

Income Protection Insurance provides financial security by covering up to 70% of your income if you’re unable to work for an extended period due to an accident or illness. This policy ensures stability during challenging times, helping you maintain your financial commitments and peace of mind.

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Key Person Insurance

This protects individuals and families by ensuring stability and continuity in the face of unexpected events affecting key members. Whether it’s safeguarding personal income, covering outstanding debts, or providing the security of family commitments tied to a primary breadwinner, this insurance helps mitigate financial risks. Protecting against the financial impact of illness, incapacity, or loss of a key individual ensures that families can maintain their lifestyle, meet obligations, and plan for the future with confidence.

Wealth Protection and Insurance Advice

Boutique Advisers Private Wealth, a trusted financial planning team in Perth, offers reliable wealth protection and insurance advice tailored to your needs. Our expert services ensure financial stability for you and your loved ones, helping you enjoy a secure, prosperous future. Serving Perth with integrity and expertise.

Contact us at (08) 9381 8779 and book an appointment with our Expert Wealth and Insurance Advisors to get started with your wealth protection and insurance planning and know what your happy life could be.