Collins SBA - Our Services

Protecting your wealth and cash flow is an essential part of meeting your goals for the future – and it's often overlooked. Most people have car insurance and house insurance, but they may not insure the most important thing…their earning capacity.

While it's true that insurance won't make you wealthy, it may stop you from becoming poor. Consider the consequences of not being able to work for six months or a year (or more) as a result of illness or injury. Or worse, the death or total disablement of the family's breadwinner.

While everyone in our financial planning team can help clients with wealth protection, Duncan Forbes is our in-house specialist. He will help you understand what you need to protect and how to do it.

Our personal wealth protection services cover:

Income protection
Trauma insurance
Life insurance
Total and permanent disablement (TPD) insurance

Our business protection services include:

Buy/sell agreements
Business succession planning
Business expense insurance
Key person insurance

Financial Services Guide

View our Financial Services Guide here.

Collins SBA | Complete Wealth Specialist