Wealth Protection


Wealth Protection
is Essential

It’s a harsh reality, but nobody likes to think that at some time in their lives they will be unable to work due to illness or accident or even death, but deep down we all know it is a strong possibility.

Have you considered how your family would cope if something happened to you?

Wealth Protection is an essential part to any financial plan. The wealth you have worked so hard to build can dissipate quite quickly without adequate insurance.

Don’t be fooled into thinking you are too young to consider insurance. The earlier you apply, the healthier you are likely to be and therefore the more likely the insurance will be approved without loading or exclusions.

Applying for insurance can be daunting, you will be asked a lot of questions, many of which are quite personal and at best are very detailed. The team at Vue Financial will step you through the whole process. Before applying we will:

  • Establish which types of cover you require – Life, Total & Permanent Disability (TPD), Income Protection and or Trauma?
  • Work with you to determine the ideal level of cover
  • Help you decide whether some of this cover should be held within Superannuation
  • Request a pre-assessment by the underwriters if you are aware of any existing medical conditions.

In the event that you need to make a claim we will work closely with you and the insurer in getting the claim lodged and processed in a timely manner, ensuring minimal impact to your family at an already difficult time.