Personal
Insurances

personal insurances

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Welcome to FUSION our pre-engagement, pre-commitment, getting to know you process. Click to start this obligation-free, complimentary service.

financial insurances

Our Philosophy

Protecting yourself against risk is crucial to a successful financial plan. Consider what would happen to the plan if you are unable to work, become permanently incapacitated, experience a significant illness, trauma or business relationship break-up, or if you pass away. Your plan and those left behind need to be protected against these possibilities.

A balance needs to be struck between the cost of insurance payments and the level of cover required. There are a number of strategies that can be utilised to minimise the cost burden whilst providing you with suitable coverage.

THREE REASONS TO TALK TO US

integrate protect plan

Integrated strategies to protect your plan and those important to you

tax effectiveness

Structure for optimal tax
effectiveness and affordability

minimise cost

Solution tailored to minimise cost and optimise coverage

Areas of Expertise

income protection insurance

Income Protection
Insurance

Maintaining an income flow
while you can’t work

trauma insurance

Trauma
Insurance

Lump sum payment for
experiencing an event

total permanent disability insurance

Total Permanent
Disability Insurance

Lump sum payment if you
can’t work again

life insurance

Life
Insurance

Lump sum or annuity payment on death or terminal illness

key man

Key
Man

Insuring your business against the loss of a business partner or key person to the business

Our Simple Process

discuss

DISCUSS
goals & objectives

analyse

ANALYSE
type & amount of cover required

structure

STRUCTURE
ownership for tax benefits

solutions

SOLUTIONS
recommend

implement

IMPLEMENT
insurances

cancel

CANCEL
previous insurances

About ONE WEALTH Advisory

about us

Strategy. Structure. Solution.

One Wealth Advisory provides people with the power to prosper financially. We are here to help you to achieve to financial flexibility now and financial freedom later.

We offer the complete financial solution, in a transparent and long-term relationship, where all the elements of your financial plan are structured to work together to realise one true goal: your financial dreams.

Contact Us