We will help you protect your most valuable assets.
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