We at Direct Wealth feel that not only building our wealth is important but protecting our wealth is equally as important. We understand that tragedy, injury or illness can strike at any time, that’s why we believe that having a comprehensive insurance plan in place is important to protect you, your wealth and most importantly your family.
Direct Wealth will work with you to ensure we have a thorough understanding of your current situation. We will then seek to identity potential risks that may present themselves and provide strategies that are tailored to your specific needs, are cost effective, tax effective and comprehensive to protect what matters most to you.
We also understand your insurance needs will change with your personal circumstances. As you progress through life you will pay down debt, accrue extra debt, have children, children will move out, change jobs, invest and eventually retire. Direct Wealth is able to work with you on an ongoing basis to ensure that your insurances remain appropriate for your circumstances