Protecting what matters most
Life is unpredictable. Personal insurance provides a financial safety net when the unexpected happens—whether it’s illness, injury, or loss.
At Opus Wealth, we help you navigate the complexities of insurance with confidence, ensuring your cover aligns with your lifestyle, goals and financial plan.
What we do
Why personal insurance matters
Insurance is more than a policy—it’s peace of mind. The right cover can protect your income, support your family, and preserve your financial independence. We provide advice across a range of personal insurance types, including:
- Life Insurance: A lump sum payment to your beneficiaries in the event of death or terminal illness.
- Total & Permanent Disability (TPD): Cover if you’re unable to work due to permanent disability.
- Income Protection: Ongoing payments to replace lost income if you’re unable to work due to illness or injury.
- Trauma Insurance: A lump sum payment upon diagnosis of a specified medical condition such as cancer, stroke or heart attack.
How it helps you
Our Approach
We tailor your insurance plan to your individual circumstances, taking into account your age, occupation, family structure, existing cover, and financial goals. Our advice includes:
- Completing a detailed analysis of your current financial position and your financial goals, to determine the right level of cover.
- Reviewing existing policies and comparing providers and underwriting terms to secure competitive premiums
- Structuring ownership and beneficiaries for tax efficiency and estate planning
- Managing applications, medical requirements and policy transfers
- Available support when applying for a claim
We simplify the process—from initial advice to implementation and ongoing review.
Wherever you are, we're with you
Whether you’re applying for new cover, transferring existing policies, or responding to life changes, we’re here to guide you every step of the way.
Why Opus Wealth?
We don’t just manage money—we help you write the next chapter of your life story. With a clear plan and a trusted adviser by your side, you can move forward with purpose and peace of mind.
