We will help you protect your most valuable assets.

Insurance

Howe Ford & Boxer Financial Planning, part of the HFB Group of companies, has merged with Wilson Insurance and Superannuation Specialists (Wilson ISS).  Together we are a single, highly specialised and professional team.

This strategic partnership has been well-received by our clients who are benefitting from a broader and deeper range of services – all of which are accessible in the one location – no more dealing with multiple businesses for your various financial matters.

You can find out more about Wilson ISS below.

We specialise in Insurance and Superannuation needs for individuals, their families, friends and businesses. Our aim is to be your financial partner for life.

What is your most valuable Asset?  The answer is the same for everyone:

YOU; and your family, assets, your business and business partners. 

We will work with you to help explore strategies to protect your most valuable assets, whether it be protecting your income if you’re unable to work, or providing for your family should something unforeseen happen to you.  Our role is to help safeguard your most valuable assets, both now and in the future.

Areas of specialisation are:

  • Personal Insurance (Life, TPD, Trauma, Income Protection, Severity Based)
  • Key Person Insurance
  • Buy / Sell Insurance
  • Superannuation Strategies
  • Succession and Estate Planning Strategies

Wilson ISS are committed to:

  • Discussing your needs, goals and objectives
  • Researching the market
  • Providing written recommendations
  • Sourcing the best products at the most competitive price
  • Handling the application process
  • Designing a review process that meets your needs
  • Managing your portfolio
  • Helping you through the claims process

COPPERS N’CENTS FINANCIAL SERVICES

ABN 16 074 508 071 trading as
Wilson Insurance and Superannuation Specialists is a Corporate Authorised Representative No 253397 of Clearview Financial Advice Pty Ltd
AFSL No: 331367 / ABN: 89 133 593 012     Website: www.clearview.com.au

We regularly provide information seminars and networking sessions for local businesses and business people.

All of our seminars are hosted in our office boardroom, and refreshments are provided.

UPCOMING SEMINARS

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