Income & asset protection

#peterswitzer #financialplanning #advice #finance #money #wealth

One of the keys to ensuring your wealth isn’t diverted for unforeseen circumstances, Switzer Advisory assists with insuring your assets and providing analysis into your personal and loan risks.

  • Income and asset protection
  • Insuring your key financial assets
  • Home and investment loan analysis
  • Personal risk insurance
  • Property analysis

We never need these things until we need them…

Switzer is committed to its clients’ long-term financial security. Switzer financial advisers are Representatives of Switzer Financial Group, holder of Australian Financial Services Licence Number 286 531. The Regulatory body under which we operate is the Australian Securities and Investments Commission (ASIC).

Switzer is required under its licence to carry professional indemnity insurance.nWe fully support and abide by the Financial Planning Association of Australia Limited’s (FPA) rules, codes and standards.

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