Wealth Advice and Protection

Build and safeguard your wealth so you have more time to focus on the things money can’t buy. We take time to understand your personal and financial goals, create a tailored strategy and make sure your hard work is protected.

Tailored wealth advice and protection at every life stage

Retired or preparing to retire

Retired or preparing to retire

Plan ahead now so you can enjoy your next chapter to the fullest.

Looking to grow your wealth

Looking to grow your wealth

Maximise your money, bolster your security and gain peace of mind – whatever the future brings.

Specialised advice for doctors

Specialised advice for doctors

As a doctor, you’ve invested heavily in your education and made sacrifices along the way – we can help you build a financially healthy future.

Setting you up for financial success

Whether you’re starting in your first job or are well on your way to financial independence, navigating your finances doesn’t have to be confusing or complicated. Our team of wealth experts can help you get on the path to financial success and stay there, with support in the following areas:

Do you need income protection insurance?

What is it? Income protection insurance is important for all self-employed and salaried workers. This type of insurance is designed to provide you with a regular income if you can’t work due to illness or injury.

What is the benefit? You’ll receive regular income for a predetermined time and agreed benefit while you’re unable to work – typically up to 70% of your income.

Extras: Many business owners choose income protection insurance with a business expenses cover option included. With this option, your business expenses are paid for up to one year and your income protection benefit goes for longer if needed.

*Disclaimer: The information contained in this case study is used only for the purpose of illustration. Individual circumstances, insurance and coverage may vary.

Disclaimer for Financial Services

Gow-Gates Financial Services and its advisers are Authorised Representatives of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306.

Any information on this website is general advice only and does not take into account any person's objectives, financial situation or needs. Please consider your own circumstances and consider whether the advice is right for you before making a decision.

Always obtain a Product Disclosure Statement (If applicable) to understand the full implications and risks relating to the product and consider the Statement before making any decision about whether to acquire the financial product.

Let's Connect

Discover the difference our expertise can make.

Speak directly with a member of our team.

Call +61 2 8267 9999

Or

Leave us a message