Insurance Solutions

Insurance - Family & Business Solutions

Aside from obtaining insurance products, the most crucial factor is ensuring that you have an appropriate insurance structure that supports your Risk Management Plan.

 

 

The most important role we play in this area is service and assistance at claim time.

 

If you require further information or a point of contact with somebody to speak with, please contact our office and we can put you in touch with the best person to assist your needs.

 

  • Life insurance is designed to pay a lump sum benefit upon death or Terminal Illness.

 

  • Income protection insurance is designed to replace your income if you become injured or sick and cannot work.

 

  • Trauma or Critical Illness insurance pays a lump sum benefit in the event of a major listed medical ailment.

 

  • Total & Permanent Disablement (TPD) pays a lump sum in the event of being totally disables and unable to work ever again.

 

  • Business Expenses insurance, for the self employed, when unable to work due to a sickness or accident, ongoing business expenses will be paid.

 

Wheeler Financial Advisers

PO Box 114, Tullamarine VIC 3043

Tel:  03 9335 5565

Email: admin@wheelerfinancial.com.au

ABN 27 208 200 343

Ian Wheeler is an Authorised Representative of Affinia Financial Advisers Limited (Authorised Representative No. 255785). Affinia Financial Advisers is a holder of an Australian Financial Services Licence No. 237857 issued by the Australian Securities and Investments Commission (ASIC).

ASIC Authorised Credit Representative No. 503892

Website Disclaimer.

All of the material published on this web site is for information purposes only and does not constitute advice. This information is of a general nature only and has been provided without taking account of your objectives, financial situation or needs. Because of this, we recommend you consider, with or without the assistance of a Financial Adviser, whether the information is appropriate in light of your particular needs and circumstances.

© 2019 BY WHEELER FINANCIAL ADVISERS