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Wellbird Company
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Business owners often neglect to protect the investment to ensure the survival of the business if something unexpected occurs given they are always occupied with other urgent priorities.
Insurance can help by providing lump sums if a key person or business owner dies or suffers a serious illness or injury. Business owners need to assess the risks in their businesses and consider the options and strategies to minimise these risks or to cover the financial downsides.
Request a complimentary call using our online form to engage with a professional financial planner.
Have a confidential and complimentary phone call with a qualified adviser to discuss your needs and how we can help.
We will commence the comprehensive advice process to deliver you tailored strategic solutions suited to your needs and objectives.
We will present and implement your advice. We will then work with you over time towards goal achievement.
Cover eligible expenses in the event of prolonged absences from work due to illness or injury.
Ensure your business continues if the primary people and leaders in your business can no longer work.
Protect your business and succession planning using buy/sell business insurance facilities.
Options for business owners to manage their risks and pay back debt in the event of sickness or injury.
We deliver value through quality advice focused on goal achievement and problem solving.
You can view all of our relevant services online.
Dumont packages are fixed, clear and available to guarantee complete transparency.
We focus on developing strong and long term relationships with all clients and suppliers.Â
Will was my first experience with a financial advisor and it was so easy and stress free. I trust him completely and had no hesitation in contacting him with any queries I had. I would recommend him to anyone. He is so knowledgeable and has made my transition into retirement an easy one.
Will Helped me with a change of of my life insurance policy I found him to be very helpful and full of advice, he called back constantly to advise and steer me in the right direction I highly recommend his services, knowledge and advice to anybody.
Will has been very easy to work with, very transparent and willing to go the extra mile to ensure your future is taken care of. Highly recommend Will as an adviser.
Will was very professional and easy to understand. He took the time to learn about my situation and offer the most relevant service and path forward.
All reviews can be publicly found here
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Business and Licensee Information: Authorised Representative No. 1272643. Dumont Wealth Pty Ltd. Corporate Authorised Representative No. 1308337. Licensed by Alliance Wealth Pty Ltd, ABN 93 161 647 007, AFSL No. 449221. Financial Services Guide (FSG): www.centrepointalliance.com.au/fsg/aw
General Advice Warning and Disclaimer: This information is general advice. We have not considered your objectives, personal or financial circumstances. You should consider the appropriateness of the advice for your circumstances before making any decision. You should obtain and consider the relevant Product Disclosure Statement and seek the assistance of an authorised financial adviser before making any decision regarding any products or strategies mentioned in this communication. If you are not the intended recipient, please advise the sender by return e-mail, do not use, copy or disclose the contents, and delete the message and any attachments. The contents of this email may contain information that is confidential and privileged. If you are not the intended recipient or have received this email in error you are not permitted to disclose or use any information contained in it. If you are not the intended recipient or have received this email in error please notify us immediately by reply email or telephone and then delete this email and any attachments. Unauthorised use, copying, distribution or publication of this email and any attachments is prohibited. No warranty is made that this email or attachment(s) are free from computer virus or error free. The contents of this message are the views of the author and do not necessarily reflect the views of Dumont Wealth Pty Ltd or any related entity. To the maximum extent permitted by law, no person including Alliance Wealth Pty Ltd nor its related entities, employees or representatives accepts responsibility for any loss suffered by any person arising from reliance on this information. While every effort has been made to ensure the accuracy of the information, it is not guaranteed. It is based on our understanding of regulations and laws as at the publication date. As these are subject to change you should talk to a professional adviser for the most up-to-date information. By subscribing to our newsletter, you consent to marketing emails and the storage of your data.
Important disclaimer and warning
The information contained on this webpage does not constitute financial product advice. You should consider obtaining independent advice before making any financial decisions. Whilst all care has been taken in the preparation of this information (using sources believed to be reliable and accurate), to the maximum extent permitted by law, no person including Centrepoint Alliance Limited or any member of the Centrepoint Alliance Group of companies and also Dumont Wealth Pty Ltd, Dumont Holdings or any member or related companies accept responsibility for any loss suffered by any person arising from reliance on this information. The information documented on this website page is valid at the date of upload (3 October 2024) and should be reverified by the reader at the time of viewing.