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Personal risk management

Personal insurance

Enjoying life is about living for today but it's not always easy if you're worried about tomorrow. Personal insurance is designed to protect the present and mitigate the risk of future financial distress due to death, sickness, injury or disablement. It is about protecting the financial welfare of your family and safeguarding your income against unexpected events.

We insure our cars, homes and contents. However, too many times has that accident, illness or related disaster left a family with significant debt, little means for future cash flow and an inability to pay for ongoing essential items.

What we do at PDD Wealth Management

Our comprehensive Statement of Advice ensures financial security by recommending adequate personal insurance.

The most actively used personal insurances are:

  • Life Insurance
  • Total & Permanent Disability
  • Trauma/ Critical Illness
  • Income Protection

We will provide ongoing support and advice in the event of a claim to ensure you are compensated in an accurate and timely fashion.

So, while injury and illness will never be painless, personal risk protection can lessen the impact on your personal finances.

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The things we do best

We make great things happen.

Reviews

We're doing something right

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"We see ourselves as business partners with PDD Advisory Group working on a tax effective plan to have us in the best possible position for transition into retirement. Andrew and Josh have been very easy to talk to, and are very prompt to get back to us with any queries we may have or to make suggestions on how we can do things even better."

Kerry & Christine Buttsworth
- Pork Shop & Butchery

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"I have been a client of PDD Advisory for over 30 years and over the last 5 years I have been using the services of the team at the Laurieton office. They have provided me with a seamless transition from my previous Accountant upon his retirement from the firm. They have always been available to assist me with any queries or problems I have encountered in my business and SMSF. They are always quick to respond and communicate in an efficient and down to earth manner."

"I have no hesitation in recommending their services to other businesses."

Gordon Bain - Port Tyrepower

Our affiliates

PDD Wealth Management Pty Ltd, ABN 1860 1364 032, trading as PDD Wealth Management, Authorised Representative No. 466280.

Authorised representatives of Consultum Financial Advisers Pty Ltd ABN 65 006 373 995, Australian Financial Services Licence Number 230323

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