Insurance & Wealth Protection

At Excel Wealth, we don’t just manage your wealth, but help you develop comprehensive insurance strategies to protect it.

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Protect Your Wealth and Assets, Today & Tomorrow

At Excel Wealth, we understand the importance of safeguarding your hard-earned wealth and assets. Our expert guidance ensures that you have the necessary protection in place to mitigate risks, preserve your financial security, and protect the legacy you’ve built. With us by your side, you can gain peace of mind, knowing that your wealth and assets are protected.

Tailored Centrelink Solutions

How We Can Help You

Assess Your Needs

Uncertain about what insurance you need? Our team of experts can guide you through the process and help you determine the right coverage for you.

Compare Your Options

We'll compare your current or new insurance policies with those on the market to ensure that your policy has the features you need for your budget.

Structuring Your Budget

Our financial planners and advisers can work with you to structure your insurance strategy to meet your specific needs and preserve your cash flow.

Stress-Free Application

Our professionals will take care of the paperwork and submit your application on your behalf, giving you peace of mind that your finances are in order.

Personalised Wealth Protection Strategies

Ensuring Your Peace of Mind

Take control of your financial security and enjoy the peace of mind that comes with expert insurance and wealth protection planning.

Insurance You Should Consider

Life is full of uncertainties and at Excel Wealth we believe that being prepared is essential. Insurance and wealth protection serve as a valuable safety net, providing financial security when the unexpected occurs. We will work with you to assess your unique needs and develop tailored protection strategies.

Income Protection

This cover ensures that you can meet your financial commitments if you are unable to work due to illness, injury, or an extended absence.

Death Cover

Designed to ease the financial burden for your loved ones, death cover provides a lump sum payment to your beneficiaries upon your passing.

Total and Permanent Disablement (TPD)

TPD cover offers financial support if you suffer a permanent disability that prevents you from working, helping you cover expenses and maintain financial stability.

Trauma Cover

In the event of a specified medical condition or procedure outlined in your policy, trauma cover provides a lump sum payment to assist you during a challenging time.

More About Insurance & Wealth Protection

Frequently Asked Questions

Having insurance can help protect you and your loved ones financially in the event of unexpected events such as illness, injury, disability, or death. While insurance is not mandatory, it is an essential part of a sound financial plan.

Several factors can affect insurance, including your age, occupation, health status, lifestyle, and the type and amount of coverage you need. Insurance premiums are generally based on these factors and may vary depending on your specific situation.

When you’re applying for insurance, it’s crucial to take into account your current financial situation, your long-term financial objectives, and your specific insurance requirements. It’s also essential to assess the features and benefits of different insurance policies, the costs involved, as well as any exclusions or limitations that may apply. By considering these factors carefully, you can make an informed decision and select the insurance coverage that best meets your needs. Excel Wealth can help you navigate the complex world of insurance and guide you through the process of selecting the right coverage for your needs.