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
Personal Insurance
Protect your family’s most valuable assets and lifestyle in case the unexpected happens
An Introduction to SME Wealth
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
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
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
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.