Risk Protection & Family Legacy
Making sure that if life takes an unexpected turn, your family's future is already protected.
Every wealth strategy rests on an assumption – that the people building it stay healthy and able to earn. Risk protection is what holds the plan together when that assumption is tested. Our wealth protection strategies and family wealth protection cover the whole family's exposure, putting the right protection in place and making sure it is structured to work with your estate plan rather than against it. This means that the wealth you are building is not undone by an event you did not see coming.
Who this is for
You want everything protected
You want to know your family and everything you've built are protected, whatever the future holds.
Others depend on you
You are a business owner or the main income earner, and you want those who depend on you cared for if something happens.
You want a legacy, not a burden
You want what you have built to reach the next generation as an advantage, not a burden.
You want no loose ends
You want your protection, your estate plan and your family structures coordinated with your lawyer, not sitting in isolation.
Your life has changed
Your circumstances have changed and you want your plans to reflect where you are now.
The right moment to start
If you have not reviewed your insurance and protection since a major life event – a new child, a business, a significant purchase, a change in income – this is the place to start. Good protection is rarely front of mind, right up until the moment it is the only thing that matters.
Note: This information is general in nature and does not take into account your objectives, financial situation or needs. Consider the relevant Product Disclosure Statement and seek personal advice before making decisions about insurance.
My only regret is not having met Michael and his fabulous team years ago. Retaining Family Wealth Advisory was the best financial decision my family ever made. Michael’s advice is considered, well documented and easy to understand – his team are an absolute pleasure to deal with.
Paresh Khandhar SC
BarristerWe engaged Family Wealth Advisory to manage and grow our superannuation funds and feel as though a weight has been taken off our shoulders. The advice and excellent service received exceeded our expectations and we finally have a realistic plan to grow our wealth now and in the future.
Bruce and Liz Guthrie
Michael is not just a financial adviser. He is a trusted presence in our family, a coach and confidante. He listens, motivates and guides us to align our goals so we do not go backward but always forward. We cannot imagine a more reliable and trustworthy advisory team.
Dr Alen and Ana Bielich
Professionalism, passion and integrity sums up Family Wealth Advisory in three words. The feedback we consistently receive from our clients is that they are very well looked after by the Family Wealth Advisory team and delighted with the high quality service they receive. We continue to highly recommend Family Wealth Advisory to our clients.
Mark Pinhorn
Director, HYD AdvisoryMichael and the team at Family Wealth Advisory have developed a wealth management strategy strongly grounded in the fundamentals and accurately reflecting our evolving needs. I have found them a pleasure to work with, responsive and very professional in their approach to managing our wealth.
Simon Benjamin
Partner, Advisory, Ernst & YoungMike and his team have been extremely professional in handling our finances over the last few years. Mike has given us the peace of mind we had been seeking from a financial adviser for some time. His breadth of knowledge paired with his integrity are exemplary. We are so pleased to entrust our savings with Mike and his team.