Wealth Protection

You have worked hard to get to where you are, smart planning ensures wealth protection is integral to your financial plan. 

Protection

Wealth protection is all about making sure you have protection against any unforeseen events that impacts on your financial strategy.  Insurance is a key solution for wealth protection.

Security

While insurance alone can’t remove the risk of accident, illness or injury, it can provide financial compensation and security for you, your family and your business should any of these events occur.

Growth

It is vital to ensure that you are adequately insured against adverse events both at the initial assessment of your wealth protection needs and also moving forward as circumstances change.

Your Needs

We will provide you with most suitable personal insurance for you or your family.

AF Financial provides the traditional insurance solutions including Life, TPD, Income and Critical Illness protection. In addition for corporates there are structuring concerns to tailor for key man, buy/sell and business expense insurance policies.

Peace of Mind

Our understanding of the insurance market, the people behind the products and how the claims system works is a key difference in the service offering we provide to you.

Obviously the cost of insurance is a key consideration, but it needs to match your needs and the ‘devil is in the detail’ and we ensure you don’t get left with a policy not worth owning for your circumstances.

Disclosure

Roseville Consultants Pty Ltd ABN 37 871 776 526 [t/a AF Financial ] is a Corporate
Authorised Representative of Infocus Securities Australia Pty Ltd ABN 47 097 797 049 AFSL
and Australian Credit Licence No. 236523

CONTACT
  • Hamish Ferguson
    Senior Advisor
  • 0411777474
    • Andrew Fleming
      Managing Director
      BEc MBA (Exec) CA Adv Dip FP MSAFAA
    • Tyro FinTech Hub
      Level 5, 155 Clarence St, Sydney NSW 2000
    • 0417 130 800
    General Advice Warning

    This information is of a general nature only and neither represents nor is intended to be specific advice on any particular matter. Infocus Securities Australia Pty Ltd strongly suggests that no person should act specifically on the basis of the information contained herein but should seek appropriate professional advice based upon their own personal circumstances. Although we consider the sources for this material reliable, no warranty is given and no liability is accepted for any statement or opinion or for any error or omission.