OUR SERVICES
Personal Insurance
Boutique Wealth offers personalised personal insurance solutions to protect individuals and families from financial uncertainties. Our expert advisors tailor insurance plans to meet your specific needs, providing peace of mind and financial security for you and your loved ones.
protect what matters most
Our approach to insurance
When we compare products and structure your premiums, we look at a number of factors before we advise you on specific insurance cover.
Options include:
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Life Insurance
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Total Permanent Disablement Insurance (TPD)
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Income Protection Insurance
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Trauma Insurance
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Key Person cover
We’ll ensure that your premiums are structured in a way that is affordable and tax effective. Once you’ve chosen your insurance and levels of cover, we’ll work with you to ensure your insurance is active as quickly as possible, while also cancelling all unnecessary policies. We’ll also review your policies on an ongoing basis to ensure you’re receiving the right amount of cover as your life changes.
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Boutique Wealth
PLAN AHEAD, PROTECT YOUR LOVED ONES
Protecting you and your family from the unexpected
It’s an unfortunate fact of life: no matter what phase you’re in — whether you’ve just landed your first job or if you’re working towards retirement — your whole world can change in a heartbeat. The backbone of financial advice is providing stability and protection for you, your family and your business in the event that illness or an accident occurs.
Boutique Wealth works closely with you to ensure that your specific insurance requirements are covered. We’ll run you through all the details so that you’re comfortable with your level of cover, and completely understand the insurance products that we recommend.
