What We Do
Protecting your Wealth
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Personal Insurance and wealth creation go hand in hand. An effective risk management strategy is crucial to ensuring your long term financial success. At CPR Wealth we believe that a comprehensive financial plan should address the need for Life insurance, Total and Permanent Disablement insurance (TPD), Income Protection insurance (IP or TSC) and trauma Insurance. Depending on your situation you may also require insurance to protect other family members, business associates or a business itself.

CPR WEALTH advisers will provide you advice on the most appropriate course of action to determine you insurance needs. While insurance doesn’t remove the risk of something going wrong, it can provide you and your family with protection, compensation and financial security if something does happen.


Download our guide on wealth protection to learn more;

Wealth TV-insurance basics

Part of your wealth protection strategy is to ensure that your wealth is passed on to the intended family members ‘or recipients with minimal tax consequences. At CPR Wealth we will work with network of legal professionals to guide you through what can be a complex process regrading Estate planning.


Download our guide to Estate planning for further information

Call us on 02 9524 4890 or click here to contact us to make an appointment with a CPR WEALTH adviser to discuss wealth protection strategies and how we can work with you to ensure you and your family are financially protected. 

 
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Priddis Pty Ltd (ACN 111 606 341) trading as CPR WEALTH
ABN 75 662 829 642
Corporate Authorised Representative
Charter Financial Planning Limited
ABN 35 002 976 294
Australian Financial Services Licensee
Licence Number 234665
Principal Address : 750 Collins Street PO
BOX 2830 Melbourne Victoria 3001

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