Creating and protecting your wealth
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Preserving Wealth

Creating wealth and preserving wealth are related goals, two components of the same course of action. It does not make sense to structure wealth-creation goals and strategies without also structuring wealth-preservation goals and strategies. Yet the preservation and protection of assets is an often-overlooked aspect in wealth management.


Insurance (risk protection) solutions along with structuring have important roles to play in protecting key assets and more importantly your income and your lifestyle. By classification, entrepreneurs and entrepreneurial professionals accept higher levels of risk. The team at SME Financial Services Risk Advisors are professionals focused on wealth preservation, products and practices. In our clients personal and business lives, our expertise in this area is both significant and meaningful.


SME Financial Services can assist you in the evaluation and implementation of strategies involving:

  • Property and business structuring
  • Life Insurance (personal and business)
  • Income Protection
  • Total and Permanent Disability protection
  • Keyman protection
  • Asset protection
  • Corporate and Employee superannuation insurance cover


To learn more about how we can help you mitigate risk in your life, please contact our office.


News & Updates

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