for Peace of Mind
ATB Wealth Strategies is a locally owned and operated financial advisory firm providing access to many different insurances for when the unexpected happens. We offer insurance advice to ensure you and your loved ones get the most value out of your policies. These include life insurance, income protection, TPD (Total Permanent Disability), or trauma insurance.
Our personalised services are perfect for individuals, families, couples, and businesses. We are agents that aren’t tied to one company or product line.
This gives us the ability to offer over 100 different types of insurance policies you can choose from.
We will find the best fit for your needs with any reputable carrier available in Australia — saving you the hassle of shopping around on your own. Protecting your loved ones and yourself as part of a long-term financial plan gives you peace of mind, helping you create a path to wealth with confidence.
Protect Your Future
Incorporating insurance coverage into a financial plan saves you worrying about how you intend to support yourself and your family when life throws you curveballs. It could be that your income decreases or stops altogether, you become ill, or your lifestyle needs to change because of an accident or injury. Whatever the situation, putting a plan in place before these things happen ensures you’re covered.
ATB Wealth Strategies are financial advisers and planners experienced in guiding you in the right direction. We will consult with you to determine your insurance needs. We then identify the insurance solutions most suitable for you and build them into your wealth creation plan.
As we aren’t tied to any one product, we can provide insurance options from many different companies to protect you from the unforeseen. Our focus is entirely on what is best for you. This gives you the assurance that we have your back, and irrespective of life’s challenges, both you and your family’s lifestyle needs will be met.
Cover what you are building by contacting ATB Wealth Strategies
Types of Insurance
No matter what type of insurance coverage you are considering — having the advice of ATB’s professional insurance experts will ensure you have the most up-to-date information and products. We will find the best policy for your needs and ensure it’s underwritten on application so you are protected from the outset. The types of insurance we can offer you include:
- Decreasing Life Insurance: The payments on this type of policy are constant and remain the same, but the death benefit decreases over time.
- Stepped Life Insurance: With this policy, your premiums increase the older you become.
- Level Life Insurance: While payments tend to be higher at policy commencement — increases aren’t based on your age. Hence, any rises in cost will be more gradual.
Our friendly team at ATB Wealth can help you decide which life insurance policy suits your needs — and then find the most appropriate one at the best price.