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Asset protection and protecting your family

By taking the following steps, you can start to regain control of protecting your family in times of crisis:

  • Reviewing your personal position to see if and what insurances are required
  • Discuss potential added extras that may be specific to your needs and preferences
  • Considering options of how to fund insurances, inside super where possible
  • Protecting your family and way of life
  • Potential tax minimisation for certain forms of insurances

Ask for support: if you are ready to take control and get your life back on track, seek support from your Financial Adviser.

How we can help

We care about all of our clients and want them to succeed in the long run.

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Our team is dedicated and driven to make your life as easy as we possibly can.

About Us
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Taking on all sorts of task to tackle your financial needs.

Our Services
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You have the questions, we have the answers.

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Important Information

PointB Planning Pty Ltd ABN 46 386 865 719

PointB Planning Pty Ltd is a Corporate Authorised Representative No. 1261646 of InterPrac Financial

Planning Pty Ltd AFSL License No. 246638

Contact us

Yarraville Office

12 Taylor St Yarraville VIC 3013

Ph: 03 9044 1950