It’s important to always have an Asset Protection Plan in place in case your health, family or personal circumstances change. We work with clients to protect their assets by:
Plan for the best whilst also protecting your assets for the worst
Maximise the protection of all your assets
Ensure the assets are owned with the most beneficial structure
Implement clear separation between your business and personal assets
Explain the tax implications of each option
How will asset ownership affect your estate planning
Listen to Yasna as she speaks about her experience with taking out a Protection Plan and how important it was to her and her family.
Case Study Financial Advice for Asset Protection
Yasna is a young, married mother of 2 children who was recently diagnosed with breast cancer after a family holiday. We worked with Yasna and her husband to ensure their family had a long-term wealth strategy in place as well as ensuring they both had the right protection plan in place if anything were to go wrong. While Yasna was not working, her ongoing expenses were creeping up and we worked with her to ensure this didn’t affect her overall strategy and made some adjustments without cancelling any benefits. Shortly after, Yasna needed to claim on her protection plan which we assisted her with, which resulted in successfully receiving a payout.
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