Protect Assets

It can take years creating wealth for you to enjoy, as well as to create a legacy for your children, grandchildren, and great grandchildren too.

“Your gifts shouldn’t become like the gift-stealing game - Bad Santa.”
Roger Perrett - Partner

Our Client Results

Peace of Mind

Clara protected a multi-million-dollar inheritance that her young daughters received.

Gain Confidence

Brett, who had cancer, received a large lump sum insurance benefit when he didn’t know that he was eligible to claim.

Create Wealth to Enjoy

Leonie saved 25% on life insurance premiums every year, and not only by simply changing insurers.

Legal action 

Where wealth can be lost through legal action against you or a loved one.

Health event

Such as injury, illness & death of a loved one or yourself.

Cyber-crime 

Where wealth can be lost through fraud & crime from the unscrupulous.

Legal risk

To ensure your wealth stays within your family lineage, we can work with legal advisors, to assist with your asset protection strategies. These strategies may include:

“We would all insure a money printing machine if we owned one.”
Roger Perrett - Partner

Health Risk

Our Financial Advisors can help protect your assets in case you, your spouse, or your business partner pass away, become disabled, or suffer from an illness.

This ensures you can clear debts, cover medical expenses, replace income, remove the family home from the bank’s security, and facilitate business share transactions.

Business Insurance Strategies

For businesses, keyperson risk insurance provides funds to reduce debts and release family homes from bank security.

Buy/Sell strategies ensure smooth business transitions, prevent unwanted ownership, and create a fund for purchasing business shares from an estate at a pre-agreed price.

Estate equalisation uses life insurance to ensure fair inheritance distribution among family members.

Cyber risk

With a rising number of reported cyber-crime incidents, it is very important to safeguard your wealth.  The annual cost of cybercrime to the global economy is more than $4 billion according to Mark Rutte.

Australian Government advice for staying safe online

Secure Your Accounts

Secure Your Devices

Secure Your Email

Stay secure online

Peace of Mind

Have peace of mind with complexity removed.

Gain Confidence

Gain confidence with personalised strategies.

Enjoy Life

Create wealth to enjoy.

For A Great Retirement Lifestyle

We believe

We believe that our Advice should be in writing, so we are accountable.

Download Our Asset Protection Infographic

Discover strategies to protect your wealth from legal actions, health events, and cyber threats.

What Our Clients Say

Let's Get Started

Claim the opportunity to meet our expert Financial Advisors, at no cost to you. Gain clarity on goals, get an action plan, and see how we can support your financial dreams.

Ready to get started? Fill out this form to contact our friendly team.

0404 876 446

virginia@freshwaterwealth.com.au

Level 11, 10 Carrington Street
Sydney NSW 2000