INSURANCE & ASSET PROTECTION

At Barnes Wealth Management we have an "Asset Protection Review Service".

 

Our advice, given through the review service can significantly protect your assets and lifestyle. This enables assets to be transferred tax effectively - to the right people.

 

We offer an Asset Protection Review Service that targets the following areas:

 

  • Business Insurance Planning

  • Business Succession Plans

  • Intergenerational - Wealth Transfer Plans

  • SMSF Estate Planning

  • SMSF Insurance Planning

  • Superannuation Estate Planning

  • Superannuation Insurance Planning

  • Personal Insurance Planning

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