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Did you
know that Death
and Total/Permanent
Disablement insurance premiums under superannuation can be tax deductible?


Some life insurance
proceeds may be subject to tax and dramatically reduce the end benefits payable to your family. Find out where you stand now and not when your dependents need it most!
Vertex Group Pty Ltd
ABN 35 099 956 402

is an Authorised Representative of GWM Adviser Services Limited
ABN 96 002 071 749

Australian Financial Services Licensee. Registered Office at Level 2, 105-153 Miller Street North Sydney NSW 2060

Lifestyle Modelling Analysis

In our first consultation we will take you through the outcomes of your lifestyle modelling analysis. The cornerstone to our strategy and advice focus is built around the Lifestyle Modelling Analysis. This analysis will provide a snapshot of where you are, where you want to be and what you need to do to get there.

Our Lifestyle Modelling Analysis is included as a standard annual review service in our Premium and Premium Plus service Packages. The initial analysis presentation and discussions are complimentary.