Our services.

Our strategies are flexible. We know they will need to be modified and updated as your needs, the market and a range of other variables change over time.

 

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Personal services

 

Superannuation

Review your existing provider, fees, contributions and investment options. Assess suitability of various strategies including Transition to Retirement, consolidation of super accounts and other options to improve the growth of your super.

Investments

Smart investing strategies that make your money work harder for you. How can you invest in tax effective options? Find out here.

Lifestyle Modelling

Each year we can complete a new Lifestyle Modelling Analysis for you. This helps us evaluate your financial arrangements taking into account your current resources and actions. Learn more here.

Income Protection

Income Protection provides payments to replace lost income where you are unable to work due to accident or illness. Generally, you can cover up to 75% of your income and receive monthly benefits up to age 70.

Death (Term Life)

In the event of death or terminal illness, a nominated beneficiary receives a lump sum payout. How much cover you need depends upon your personal circumstances.

We can help you evaluate an accurate amount.

Total & Permanent Disability (TPD)

TPD provides a lump sum benefit in the event you are unable ever to work again due to total and permanently disability.

Critical Illness

Some traumas will leave you incapable of work for a period of time. Critical Illness (or Trauma) Insurance provides you a lump sum payment should you be diagnosed with one of a specified list of illnesses or injury.

Cover clarity

I used Vertex Group to advise me on my personal insurances and superannuation as well as life insurance for the directors of our business. I had a number of policies with different companies which Mark reviewed and then clearly explained what I had and the pros and cons of each.

The thoroughness shown by Vertex Group in assessing what I needed now and working relentlessly with their underwriters to ensure I got the right cover on the best terms was very professional. Mark and his team showed genuine care at all stages of our dealings and are totally trustworthy business to deal with. I couldn’t be more comfortable about our financial state should something nasty occur!

Nicholas Beames CEO – Astute Payroll

Business services

 

Business owner insurance

We’re here to help you organise business protection policies that cover you for a range of circumstances including:

Personal and Business Insurance requires specialist advice. With over 25 years’ experience in insurance advice, Vertex Group advisers guarantee to provide you with a personalised service and the most up to date and appropriate solutions for their needs.

Business Expenses

Cover your business operating expenses whilst you are unable to work due to sickness or injury. Ideal for self- employed, partnerships and small businesses.

Call us today for easy to understand comparisons on policies and premiums.

Corporate Superannuation

Vertex Group is a specialised provider of financial services to corporate superannuation funds. Working with large and small organisations, we provide a range of services and advise on key issues.

Client Briefings and Seminars:

As part of our ongoing commitment to provide continuing education for our clients and keep you up to date of latest trends in financial planning, from time to time we hold client seminars on both general and specialised topics. The objective of our seminar series is to keep our clients in touch with issues most important to them.

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