Newealth makes it simple for you by assessing options from multiple insurance providers. We provide you with recommended structures and products that align with your needs, budget and broader financial plan.
Holding insurance inside super can provide cash flow benefits and different tax treatment, while holding it personally can offer greater flexibility. We weigh up both options to ensure your income protection is ideal for your needs.
We carefully assess cover levels against your income, debts, dependants, lifestyle needs, existing assets and superannuation so that any claim meaningfully supports your long‑term plan.
Newealth typically considers life insurance, total and permanent disability (TPD), income protection and, where appropriate, trauma or critical illness cover.
Insurance helps protect your family and strategy if you die, become disabled or cannot work. You can be confident that your debts are met and financial goals stay on track.
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Newealth helps professionals, executives and families plan, invest and protect their long-term financial future.
The CFP® Certification Program is the highest designation in financial planning worldwide. It comes coupled with commitment to the highest ethical standards and sets CFP® professionals apart from the rest.
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Level 10, 276 Pitt Street
Sydney NSW 2000
P: +61 2 9267 2322
General Advice Warning: The information contained on this web site is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.