Have you ever had a sleepless night because you were up worrying about what would happen to your family if you were unable to work to provide an income, or if you died? While most of us don’t seek out hazardous activities that increase the risk of life-threatening injury to ourselves, how many times have you heard about freak accidents that have come out of nowhere? And what about unexpected illness? The Cancer Council of Australia reports that 1 in 2 men and 1 in 3 women are diagnosed with cancer by age 85.  

Let’s face it - the reality in life is that unexpected events occur and we just have to deal with them. However, there are some events that are so damaging in consequences and emotional stress, that the last thing you want to have to worry about are the financial impacts. Jessica's* husband passed away, leaving her with 3 children under the age of 10. Jessica had stopped working to look after the children following the birth of her first child. With the sole income earner now gone, on top of dealing with the emotional stress of losing her husband, Jessica had to face the financial implication of raising 3 children alone. Fortunately we had developed a well thought-out protection strategy with her husband called “Plan B”, ensuring Jessica received a sufficient personal insurance payout so that she could continue to concentrate on bringing up her children.

When it comes to insurance, most people believe that they are well covered by their superannuation fund or that they can just sign up by telephone to an insurance policy being advertised on television. Unfortunately, it isn't that simple, with superannuation funds and most readily available insurances often not providing the right coverage or adequate payouts when you and your family need it most.  


Are your financial affairs prepared to deal with the impact of unexpected events? Look out for you and your loved ones by putting safeguards in place to shield you in the event of accidents, illness, disability or death. Protect your financial security and the people who matter most to you. We can show you how.

  Look out for you and your  
  loved ones by putting safeguards  
  in place to shield you in  
  the event of accidents, illness,  
  disability or death.  



  1. Names and identifying details have been changed to protect the identity of individuals.

  2. Any advice in this site is of a general nature only and has not been tailored to your personal circumstances. Please seek personal advice prior to acting on this information.  

  3. References to past performance are not an indication of future performance.


Head Office: Suite G.01

313 Canterbury Road

Canterbury  VIC  3126

By appointment, we can also meet with you via virtual options like Skype or GoToMeeting, or in person at locations in the Melbourne CBD, Mount Waverley and Southbank. 

(03) 9882 8288 | info@oakwealth.com.au


OakWealth is an FPA Professional Practice. Oak Wealth Solutions Pty Ltd is an Authorised Representative of GWM Adviser Services Ltd (AFSL 230692)


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Copyright © 2018 Oak Wealth Solutions Pty Ltd.  All rights reserved.  Yihsing Koo, Oak Wealth Solutions Pty Ltd (ACN: 143 070 946) ATF Oak Wealth Solutions Unit Trust (ABN: 657 966 722 37) and Oak Wealth Planning Pty Ltd (ACN: 158 930 422) ATF Oak Wealth Planning Unit Trust (ABN: 97 916 959 977) are Authorised Representatives of GWM Adviser Services Ltd (ABN: 96 002 071 749), Australian Financial Services Licensee, 105 - 153 Miller Street, North Sydney NSW 2060.

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