Personal insurance

Are you and your family covered if you had an accident?

No matter where you are in life, whether you have just landed your first job, thinking about starting a family, looking to start investing or working towards retirement, your life can change in a heartbeat.

 

The backbone of any financial advice is being able to protect your family and business in the event something like this was to occur.

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Boutique Wealth works closely with you to ensure your specific insurance requirements are met and you are comfortable with the levels of cover and what each product offers.

 

We will ensure that your premiums are structured in a way that will be the most tax effective but also as light as possible on your wallet. Working along side you through every step we will ensure the insurances are in force, all unneeded policies are cancelled and continue to review it on an ongoing basis for you and your family.

 

Boutique Wealth offers a range of personal insurances to meet your needs. We will work with you to select the right product to suit you, these may include:

  • Life Insurance

  • Total Permanent Disablement Insurance (TPD)

  • Income Protection Insurance

  • Trauma Insurance

  • Key Person cover

PHYSICAL

Level 3, 130 Bundall Rd

SURFERS PARADISE, QLD 4217

POSTAL

PO Box 9285

Gold Coast MC, QLD 9726

We are authorised representatives (financial advisers) of Charter Financial Planning Ltd (Charter), the Australian Financial Service Licensee, Charter has over 340 financial planning practices across Australia, making it one of the largest financial planning networks.

Charter is a leading financial planning organisation in Australia and has been operating since 1996. Charter Financial Planning provides both personal and general advice and can offer a range of financial services that are listed within the Financial Services Guide (FSG).

As a principal member of the Financial Planning Association (FPA), Charter, and their financial advisers, have adopted the FPA’s Code of Ethics and rules of professional conduct.

Charter is backed by AMP, one of Australia’s oldest and most-trusted financial services companies. Charter’s advisers provide advice to support your needs and are not restricted to offering AMP products. AMP strongly supports choice for people, in turn, allowing Charter’s financial advisers to provide a unique service, with your best interests at heart.

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