Risk Management and Asset Protection
Delta Financial Group Pty Ltd
Financial, Finance, Financial Planner
As your wealth grows, it becomes increasingly important to protect the assets that underpin your family’s lifestyle. We can help you manage risk and safeguard the financial security you’ve worked so hard to build.
Effective risk management is essential to the financial security of your family. Your Delta financial adviser will help to analyse the risks and arm you with vital insights and strategies to prevent the loss of your financial assets during your life and in the event of your death.
We believe professionals and executives should consider a complete portfolio of personal insurance cover, including Life Insurance, TPD, Income Protection and Trauma cover. We also believe it’s important to protect a non-working spouse, with Life, TPD and Trauma cover.
Insurance is often best held through your superannuation fund, reducing the real cost of cover by allowing you to pay for your insurance with lowly taxed super contributions and simplifying administration through a binding death nomination.
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