Insurance & Asset Protection

Protecting your wealth, securing your future

Strategic advice to safeguard your assets and provide peace of mind.

For clients in high-risk occupations or with significant assets, protecting wealth is just as crucial as building it. Providing independent, conflict-free advice, we focus solely on strategies that safeguard your financial position, without external influence or product bias. Whether you’re a medical professional, business owner, or investor, we help you take proactive steps to reduce exposure, structure your assets wisely, and future-proof your wealth, ensuring that what you’ve built remains secure for the long term.

WE CAN HELP YOU WITH:

HOW IT WORKS

Our Simple, Proven Process to Financial Success

From discovery to action, we guide you through every step, ensuring your financial goals are within reach.

“Kearsten has experience and knowledge as a qualified Financial Adviser. Having been supported by Kearsten with my own affairs in the past, in addition to strong technical skills, she has a wonderful caring manner and excellent capability to understand what is critical in maximising a clients' financial position.”

Ric Z

Ready To Get Started?

Start your journey with a complimentary, no-obligation chat

Frequently Asked Questions

How do I protect my assets from litigation or other risks?

We provide strategies to reduce exposure, such as restructuring assets into protective entities or trusts, ensuring your wealth is secure.

Should I invest in a trust or another entity to safeguard my assets?

We assess your financial situation and risk profile to determine if a trust or alternative ownership structure is appropriate for protecting your wealth.

What happens if I face legal action in the future?

By implementing proactive strategies now, such as asset segregation or trusts, we help minimise the financial impact of potential legal challenges.

Do business owners require special asset protection strategies?

Yes, business ownership carries unique risks. We provide advice on separating personal and business assets to reduce exposure and protect your wealth.

How does asset protection fit into my overall financial plan?

Asset protection is an essential part of preserving your wealth. We integrate it into your broader financial strategy, balancing security with flexibility for future opportunities.

Knowledge Hub

Publications

Kearsten and Addi House Featured in FS Advice Magazine

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Estate & Legacy Planning, Podcasts

Navigating Life After Loss: Kearsten James on the Life, Loss & Legacy Podcast