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Insurance Advisory Service
  • Home
  • Our services
    • Our Client Journey
    • Personal Insurance
      • Income Protection Insurance
      • Life Insurance
      • Total and Permanent Disability insurance
      • Trauma Insurance
      • Health insurance
      • Home Contents Insurance
      • Motor Insurance
      • Landlord Insurance
    • Business Insurance
      • Business Expenses
      • Business Interruption
      • Business Property
      • Buy Sell Agreements
      • Commercial Vehicle
      • Cyber Protection
      • Group Income Protection
      • Key Person
      • Management Liability
      • Marine Transit
      • Professional Indemnity
      • Public Liability
    • Financial Advice
      • Estate Planning
      • Investments
    • Superannuation
      • Retirement Planning
      • Self Managed Super Funds (SMSF)
      • Wealth Accumulation
  • Resources
    • Videos
    • EOFY
    • E-Books
  • News & views
  • About
    • The IAS approach
    • The IAS Investment Philosophy
    • Case Studies
      • Trauma Insurance Case Study
      • Business Property Insurance Case Study
      • Business Interruption Case Study
      • Superannuation Case Study
      • Workers' Compensation and Income Protection Case Study
      • Contract Review Case Study
    • Testimonials
    • Affiliates
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Wealth Accumulation

  • Call 02 8268 2900
  • Find out more
  • Schedule time with me
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Growing wealth is the best way to ensure your future comfort and stability, yet too many of us focus only on our day-to-day financial concerns.

The sooner you have a wealth accumulation plan in place, including a Superannuation Management Plan, the more advantage you can take of the magic of compound interest and dividends to grow your savings and investments.

Do I need a Wealth Accumulation plan?

Whatever age you are, a well-thought out investment strategy can help you achieve the most comfortable and secure financial future – no matter what life throws at you. It’s important to be educated about the rhythms of the market, risk vs return ratios, and your own risk profile and philosophy, which is where getting professional advice can really help.

What can a Wealth Accumulation plan cover?

A well-constructed Wealth Accumulation Plan, which includes a Superannuation Management Plan, will consider your life circumstances, goals, income, assets and risk profile, in order to develop a well-balanced mix of investments, with a mixture of core investments and growth investments.

At Insurance Advisory Service, our Wealth Accumulation Plan and Superannuation Management Plan advice and expertise includes:

  • Reviewing your existing super fund (funds) to tell you how it (they) compare (s) to other funds available in the market.
  • Analysing each of your existing superannuation funds and contrasting the benefits available within these funds.
  • Should you have multiple funds, we will investigate whether consolidating is a good option.
  • We’ll review your current super funds to ascertain the levels of insurance attached.
  • We will also review your superannuation death benefit nominations. This will ensure that if something did happen to you, these funds and any life insurance payouts from within your super will be paid to your chosen beneficiary.
  • Once we have compared your fund(s) to others, we will then look at whether what your fund is currently invested in matches your correct risk profile and is consistent with achieving your goals.
  • We provide education surrounding knee jerk reactions to market fluctuations to ensure you don’t make any hasty decisions you may regret.
Other things to consider

It’s important to review your Wealth Accumulation Plan and Superannuation Management Plan regularly and adjust it as your age and circumstances change. We prioritise annual reviews with our clients to make sure that their plans are always up-to-date and the best fit for their needs and life stage. Since you do not stop living at age 65, your investments should continue growing or maintaining value throughout your Retirement phase too.

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ABOUT US

Incorporated for over 40 years ensures experience, knowledgeability and skill at identifying unforeseen risks and producing effective strategies. Unlike most brokers, we do not rely upon mathematical formulas or statistical models generated by computers to produce solutions– we believe every client is unique and our approach is tailored accordingly.

CONTACT US

Street Address
Level 2, 273 Alfred Street
North Sydney, NSW 2060
Postal address
PO Box 1073
North Sydney, NSW 2059
Call: (02) 8268 2900

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