Intentional Wealth

Wealth Protection

Protect what matters most — your family, your lifestyle, your future

Building wealth is only part of the equation. Protecting it is just as important.

At Intentional Wealth, we help you put the right safety nets in place so that if life takes an unexpected turn — illness, injury, or worse — you and your loved ones won’t be left vulnerable.

The right insurance strategy gives you peace of mind and financial security, no matter what the future holds.

What We Can Help With

Life Insurance

Pays a lump sum to your loved ones if you pass away — helping with living costs, debts, and future needs.

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Total & Permanent Disability (TPD) Cover

Pays a lump sum if you’re permanently unable to work due to illness or injury.

Income Protection

Replaces a portion of your income if you’re temporarily unable to work because of illness or injury.

Trauma (Critical Illness) Cover

Provides a lump sum payment if you’re diagnosed with a major condition like cancer, stroke, or heart disease.

Insurance Through Super

We help assess whether holding insurance in superannuation is appropriate for your needs and how it fits with your broader financial strategy

Reviewing Existing Cover

We review your current policies (if any) to assess whether they’re still suitable, cost-effective, and aligned with your life stage.

Who This Is For

  • Families who rely on one or both incomes
  • Professionals and business owners who want to safeguard their income
  • Anyone a mortgage or financial dependents
  • People nearing retirement looking to adjust or reduce cover sensibly
  • Those unsure if their current policies provide the protection they need

Why It Matters

Without proper protection, a sudden health event can undo years of financial progress. Insurance can help you maintain your lifestyle, support your family, and focus on recovery — not expenses.

The goal isn’t to have more cover than you need — it’s to have the right cover in place, reviewed as life changes.

Want to make sure you’re covered?

Book a consultation and find out how the right strategy can help protect what matters most.