Personal Insurance & Estate Planning

When you consider the time and effort expended to build your financial health, it is appropriate to consider how best to protect it and pass it on. This is critical particularly if something unexpected occurs which prevents you from continuing to build financial health or you have not left clear instructions on how to pass on what you accumulated. When we consider these issues we will consider advice on:

Appropriate levels of personal risk insurance that are affordable and take into consideration your existing assets, debt and superannuation particularly:
- Life Insurance
- Total and Permanent Disability
- Trauma
- Income Protection
The best way to fund insurance premiums.
How best to insure if you have your own business or part equity in a business.
Understanding the assets you own or control or how these may change in the event of disablement or death. This is particularly important for small or family businesses and blended family situations
Ensuring documentation is in place that reflect your wishes whether that relates to decision making in the event of incapacity or death

Our Financial Advisory

Leigh has worked in the financial service industry for over 30 years including periods working with one of the big 4 banks, stockbroking firms, specialist superannuation and financial advisory businesses and as the in‐house financial adviser with accounting firms. While accumulating this experience Leigh has also managed to obtain qualifications in Accounting, Banking and Finance and Financial Planning. Leigh holds the Certified Financial Planning (“CFP”) designation from the Financial Advice Association of Australia and is also a Senior Associate of FINSIA (formerly the Australasian Institute of Banking and Finance). Through his experience and education Leigh has been able to assist many clients and their families to achieve a better understanding of their current financial position, clarify future goals and objectives and recommend strategies and investments that will see them build toward ultimately achieving their
desired outcomes.

Leigh Evans

Financial Advisor

Leigh Evans CFP® Dip FP SAFin
Authorised Representative No. 1243548
Dillon Clyne Private Wealth Pty Ltd ABN 47 165 705 359 A Corporate Authorised Representative No. 449610 of InterPrac Financial Planning Pty Ltd (AFSL 246638)

Email: levans@dillonclyne.com.au

Phone: 03 9696 7878