Insurance

Maintaining you and your family’s financial well-being in the case of illness or disablement is an important consideration for us all. We can provide you with advice on a range of risk insurance offerings, so that you can protect yourself and the people who depend on you.

We recognise that the ability to earn an income is vital. As such, our risk insurance solutions aim to protect both the income and assets of clients in the event of total and permanent disability, loss of income due to sickness or accident, a major illness or worse.

Our objective is to recommend products that best suit the risk insurance needs of our clients. We can provide written advice which tailors a client’s insurance portfolio to their current personal circumstances, financial position and lifestyle goals.

The five specific types of personal risk insurance policies we advise on are:

• Life Insurance
• Total & Permanent Disability Insurance (TPD)
• Trauma Insurance
• Income Protection Insurance
• Business Expenses Insurance

We work with our clients to establish and maintain a comprehensive insurance protection strategy.

As personal insurance specialists, we are committed to protecting our clients by providing written advice on the appropriate levels of cover and policies suitable for their circumstances and in the event of a claim, we will assist our clients or their estate in all aspects of handling the claim.



Key Wealth Advisors Pty. Ltd. Corporate authorised representative No 1263703

Andrew Carver Sub-authorised representative No 1004080
Alliance Wealth Pty. Ltd. AFSL Number 449221 ABN 93161647007
www.centrepointalliance.com.au/aw
Email: aw@cpal.com.au
Telephone: 1300 557 598
Head Office address: Level 9, 10 Bridge Street Sydney NSW 2000

General Advice Warning The information provided on this website has been provided as general advice only and you should consider the appropriateness of the advice. We have not considered your financial circumstances, needs or objectives and you should seek the assistance of your Alliance Wealth Adviser before you make any decision regarding any products mentioned in this communication. Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly neither Alliance Wealth nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information.

Links to Licensee’s Web Page
http://www.centrepointalliance.com.au/AW

Link to Licensee’s FSG
http://www.centrepointalliance.com.au/fsg/aw

Link to the Licensee Complaints Procedure
http://www.centrepointalliance.com.au/complaints/

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Key Accountants & bookkeepers have been true to the trust placed in us, we lend a hand to our clients to identify what their future goals, needs and objectives are and work with them using a disciplined and prudent approach.

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