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Wealth Creation & Protection

Wealth Creation & Protection
Wealth creation and protection - taking care of you, your business and the future

In business, few people would consider taking on a major project without first putting in place a carefully considered plan. So why not apply the same careful planning to the financial future of your business and personal circumstances.

It doesn't matter where you and your business are financially or what line of business you are in - Aon is able to offer you comprehensive advice covering wealth creation, asset protection, and retirement planning.

Financial Planning
From your business to your own financial needs - it's time to re-focus

Investment Strategies
Select, diversify, accumulate

Life & Income Protection Insurances
Structuring a balanced life insurance program

Post-retirement Planning
Maximise your future earning potential

Pre-retirement Planning
Maximise your savings potential

Redundancy Planning
Guiding you through the maze

Our approach is to work closely with you to help ensure that you achieve a secure future, free from financial stress. We have been providing advice to more than 200,000 individuals and businesses for over a decade.

Our advisers conduct a thorough analysis of your existing circumstances then, using specialised risk protection and financial research tools develop and provide you with strategies designed specifically to achieve your personal and business financial goals.

With Aon you get access to:

  • over 200 advisers located all around Australia. This means local, personal support and services - especially important at times when you may need it most (e.g. an unfortunate accident; change of health or a downturn in investment markets)
  • sound professional advice
  • advice that complies with stringent Codes of Ethics and Rules of Professional Conduct
  • the Aon network - one of Australia's largest financial advisory and risk management companies
  • an effective combination of local knowledge and international depth
  • all the major global investment managers and risk protection organisations.

If you would like to know more about wealth creation and protection please contact:

Location Contact E-mail Telephone
NSW, ACT and NT Jayson Walker jayson.walker@aon.com.au 61 (2) 9253 7755
Qld Philip Lucas philip.lucas@aon.com.au 61 (7) 3218 6516
Vic and Tas Peter Ryan peter.ryan@aon.com.au 61 (3) 9211 3103
WA, SA and Vic Robert Olney robert.olney@aon.com.au 61 (3) 9211 3122
   
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