Personal Insurance

At ConvergenceWealth, we want to help you preserve the assets you spent years accumulating. In other words, your life has an economic value that should be protected from unexpected events such as an illness, an accident or disablement. We can provide you with a complete insurance analysis to determine if you are adequately protected in the unfortunate event of your death or disability.  

As we are not aligned to a bank or insurance provider, we have access to numerous Australian and international insurance companies to help us package the insurance solution that best meets your needs and circumstances.

Even if you already have some insurance in place, it may be worthwhile discussing your existing arrangements with us. Using our insurance analysis, we can help you determine if:

  • Your existing insurance policies provide adequate cover;

  • Your circumstances have changed which may give rise to different insurance solutions;

  • Your future funding requirements will be met; and

  • Your existing policies are competitive in terms of their features and price and cost effective in their structure.


We are licensed through Convergence Wealth Holdings Pty Ltd [AFSL 516137] to provide advice on Personal Insurance.