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Protecting your wealth

Most people focus on growing their wealth but protecting your wealth is just as important. Changes in your personal situation such as illness, injury, a new family or divorce can sometimes cause your wealth to erode, both during your life and after you are gone.

While you can’t always predict life’s changes, you can plan ahead to help protect your finances from being diminished by them. Learn more about two ways to protect your wealth - personal insurance and using a trust.

Personal insurance Trusts

 

Perpetual or Perpetual Group means Perpetual Limited, ABN 86 000 431 827, and its subsidiaries. Perpetual Private Clients advice and services are provided by Perpetual Trustee Company Limited (PTCo), ABN 42 000 001 007, AFSL 236643. This information has been prepared by Perpetual and contains information contributed by third parties. It contains general information and is not intended to provide you with advice or take into account your objectives, financial situation or needs.

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