SME Wealth

Getting the right money,
in the right hands, at the right time.

Business Insurance

Working with entrepreneurs and business owners to protect and preserve their assets

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Personal Insurance

Protect your family’s most valuable assets and lifestyle in case the unexpected happens

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Claims

If the unexpected happens we’re here to help so you can focus on recovery

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An Introduction to SME Wealth

SME Wealth Protection is a special life risk advisory practice with over 40 years of combined industry experience.

Our clients are referred to us by a range of complementary service providers – accountants, lawyers, financial planners, mortgage brokers, insurance brokers, superannuation specialists – or our existing clients.

We work exclusively with Professionals and the Principals of small and medium (SME) size businesses and provide them with advice to Protect and Preserve their family’s lifestyle and the Wealth that they generate through each phase of their working life.

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Lifestyle Protection

Providing income and/or capital in the event of an accident, disability or trauma

Business Continuity

Solutions to ensure an orderly transition of your business in the event of death or disability

Revenue Protection

Funds to compensate for the loss of revenue in the event of the death or disability of key people

Claims Management

Taking away the hassle and doubt of dealing with an institution by yourself in a time of great stress

Loan/Asset Protection

Providing enough cash to keep your creditors at bay so the assets held as security can be released

Estate Planning

Leaving your family with a positive legacy and ensuring your loved ones have a future with dignity

Understanding

Insurance

This document provides some additional information to help you understand the financial planning concepts discussed in the SOA in relation to insurance

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Business Insurance

This document provides some additional information to help you understand the financial planning concepts discussed in the SOA in relation to business insurance

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Estate Planning

This document provides some additional information to help you understand the financial planning concepts discussed in the SOA in relation to estate planning

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Specialist Risk Advisers

SME Wealth are one of a select group of Specialist Risk advisers accredited to recommend PPS Mutual.

PPS Mutual has a unique business model where members share in its ownership and profits.

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