Wealth Protection

Strategies for Wealth Protection on the Mornington Peninsula

Safeguard Your Financial Future

Most people have worked hard their entire lives to accumulate wealth. Whether your wealth is in the form of a family home, investments, superannuation or a business, you need to take steps to protect it from divorce, creditors, bankruptcy and other financial threats. At Freedom Wealth Solutions, we can help you structure your affairs in a way that gives you protection. We operate in Melbourne, Gippsland, Frankston, Rosebud and throughout the Mornington Peninsula. 

Our financial planners will work closely with you to develop a custom plan that takes into account your specific goals and needs. We can advise you on the best way to hold your assets, whether it be in your own name, in a trust or in a company. We can also help you put personal insurance in place to protect your wealth in the event of your death or disablement.


Call Freedom Weal Solutions to book a consultation today.

Tailored Wealth Protection Strategies

Risk management is not only important for individuals and families, it should also be considered for businesses and partnerships. We can advise on strategies to protect your business so it doesn’t fall apart in the event of an illness or injury befalling one of the key members. There are a variety of strategies that can be used for individual and business wealth protection, such as:


  • Asset protection trusts
  • Life insurance
  • Disability insurance
  • Superannuation death benefits
  • Business succession planning
  • Wills & estate planning 
  • Property ownership structures
  • Borrowing structures
  • Tax minimisation strategies
  • Buy sell agreements

Wealth protection is a complex area and the right strategies for you will depend on your unique circumstances. Our financial advisors can provide you with knowledgeable advice to help you make a decision. To learn more about the strategies we use, as well as wealth creation and management, please reach out to our team.

Frequently Asked Questions

  • What is wealth protection for individuals?

    Wealth protection for individuals is about making sure that your assets are safe from creditors, bankruptcy, divorce and other financial threats. There are many different ways to protect your wealth, and the right solution for you will depend on your individual circumstances.

  • What is wealth protection for businesses?

    Wealth protection for businesses is about making sure that your business can continue to operate if you die or become incapacitated. It is also about protecting your family from the debts of the business. There are many different ways to protect your business.

  • What is a buy sell agreement?

    A buy sell agreement is a contract between business owners that stipulates what will happen to the business if one of the owners dies or becomes incapacitated. The agreement typically provides for the sale of the business to the other owner or owners at a pre-agreed price. Buy sell agreements can be an important part of wealth protection for businesses.

  • What is a trust?

    A trust is a legal arrangement that allows you to hold assets for the benefit of another person or persons. Trusts can be used for a variety of purposes, including asset protection, tax minimisation and estate planning. Trusts are a complex area of law, and you should seek professional advice before setting up a trust.

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Our Goal is Your Financial Freedom

Our Goal is Your Financial Freedom

When to Protect Your Wealth

There are many reasons why you might need to protect your wealth. You may be concerned about the potential for your assets to be taken in a divorce settlement, or you may be worried about creditors making a claim against your assets if you become bankrupt. You may also want to make sure your wealth is passed on to your family in the event of your death, or that you have an income if you are unable to work due to illness or injury.


Whatever your reason for wanting to protect your wealth, our advisors at Freedom Wealth Solutions are here to assist. We create tailored packages to suit your needs and can liaise with our network of solicitors and other professionals as required.

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