Personal Insurance

How much insurance do you really need? Your personal property and liability risks are as distinct as you are. We’ll analyse them all and incorporate them into a financial plan to find where you are over – or underinsured, so in the end, you can be sure you’re effectively covered in the ways that matter most.

Oakwood Wealth Management can provide you with expert advice in all aspects of: Life, Total and Permanent Disability, Income Protection, Trauma and Business Insurance. Not been restricted to or aligned with any product providers allows our Financial Adviser to implement the most appropriate and adequate insurance products for our clients all of the time.

All though we are based in Melbourne we service clients in any part of Australia so get in touch to find out how we can help you achieve your financial goals and objectives.

Risk management is the process of:

Identifying your risks
Assessing the probability of those risks occurring
Assessing the impact if the risks occur
Minimizing the occurrence of perils
Protecting against the consequences of loss

Together, we will:

Discuss your personal, property, and liability risks
Analyze the probability and impact of potential losses
Determine the amount, duration, and risks that should be insured
Assess all of your life insurance needs (survivors’ needs, estate liquidity, estate value enhancement)
Assess your living benefit insurance needs (disability, income protection, critical illness and long-term care)
Analyze and consider insurance product alternatives

Start getting the support you need and book a consultation with one of our team members today. Call us on (03) 9562 4567 or make an enquiry via email at admin@oakwoodwealth.com.au and one of our staff will get back to you as soon as possible.

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