Protecting Your Assets

Protect your life’s work with an asset protection plan.
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Asset Protection

Asset protection plan: Do I need one?

How would you feel if your wealth today was taken away from you tomorrow?

Every family wants to protect their hard earned wealth.  You could be named in a law suit and risk losing your assets.  It doesn’t matter how shrewd you are in business or as an investor, if you have your assets unprotected they are at risk, for example from creditors, divorced spouses, ex-employees.

Asset protection includes limiting the exposure of your assets.  We help to evaluate your wealth, any risks involved and review your financial objectives.  Then we look at the best structures to protect your assets.  An asset protection plan can avert lawsuits and make your assets unreachable by any legal opponent. It’s important to have your assets protected before any lawsuit.

How can we help you?

We are here to do all the work for you to ensure that your mind is at peace knowing that your assets are well protected.

We will take time to get to know your needs first so that we can come up with a proper asset protection plan suitable for your personal needs.

We will examine the kind of threats your assets are exposed to and form a strong plan. After we have formulated a plan, it should be well maintained.

Why you need it.

It doesn’t matter how much you are worth, if you have any assets that you plan on keeping (eg your house), then you should protect your wealth from any uncertainties. Everyone is at a risk of a lawsuit and you are not an exception.

Who needs asset protection?

Everyone should talk with their advisor about asset protection. There are some professions that are more at risk than others. Doctors, lawyers and many other professionals can have exposure to malpractice lawsuits. If you are a business owner, director, own rental or commercial property you are also at risk.

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Leenane Templeton Wealth Management Pty Ltd is a Corporate Authorised Representative of LT Advice Pty Ltd ABN 21 637 033 286 | Australian Financial Licensee 523026.  Click here for a copy of our financial services guide

Call Leenane Templeton today on 02 4926 230.