Centrewest Financial Services

Life insurance, superannuation, financial planning, and income protection insurance are just a few of the many products and services offered.

• Business Succession & Key Person Insurance
  

  Is your business covered with sufficient funds to achieve its goals and keep it growing if something happens to one of the shareholders? 

• Buy/Sell Agreements & Shareholder Agreements
  

  A solid strategy with the correct binding documents is the best way to minimise the heartache and impact of someone exiting the business. 

• Estate Planning 
  

  There are a few areas that you should make sure are all in order, including your Wills, Enduring Powers of Attorney, Enduring Powers of Guardianship, Health Care Directive and Superannuation Beneficiary.  

• Income Protection & Business Expenses Insurance  
  

  Are you covered int he even of getting sick or injured, so that you can maintain your same lifestyle and not erode your savings and investments?

• Life Insurance
  

  Is your life insurance cover set up as efficiently as you need it to be? Do those closest to you have the right cover?

• Retirement Planning
  

  It is never too early to start making sure that you have enough money for the retirement you have been dreaming of. 

• Superannuation
  

  Am I in the most appropriate fund? How do i make sure that it lasts as long as I need it to?

Our Financial Services Team

Centrewest Financial Services Pty Ltd, ABN 97 144 989 024, Representative Number 390349 is a Corporate Authorised Representative of Rockton Pty Ltd, ABN 95 605 381 644, AFSL No. 532226.