Insurance

Concord Private Wealth

3 Reviews

call business 0410 170 713

Osborne Park

WA, 6017

VISIT WEBSITE

Osborne Park,

WA, 6017

Concord Private Wealth

First consultation is free - There is no charge at all for Insurance Advice

We offer a range of Personal Insurance strategies and advice to help protect your lifestyle, family and assets. We have access to numerous insurers on the market as well as the technical research that will help you choose the best insurance solution based on your needs.

We have also helped a number of people take control of their retirement - from those in their 20's all the way through to those who are retired. With our help you can gain an understanding and be given guidance to help manage your superannuation for your desired outcome.

We provide advice for:
- Life & Disability cover
- Trauma cover
- Income Protection
- Superannuation & Investment Advice
- Business Succession
...read more

Contact details

Visit website Email this business
0410 170 713
95587921288

Services

  • Advice
  • Small Business
  • Consultation
  • Life
  • Commercial

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REVIEWS (3)

Very good
3
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Average
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Very poor
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Ray55
OVER 8 years AGO

I met Paul to discuss my Personal Insurance with him. I'm a teacher and have a GESB super account. Paul went through and explained all the reasons why this cover may not payout. Baically the insurer would make it very tough to claim, but with Paul's advice we setup a new better policy, which could be paid from my GESB account too. Very happy.

G Smith222
OVER 8 years AGO

Paul is very good. He strips away all the jargon and gave some great advice that I could understand. Happy to be working with him, as he saved me a packet in what I was paying before, plus uncovered some issues that I wasnt previously aware of. He is mobile too, so can meet anywhere - we met at my place.

B Evans
OVER 10 years AGO

Great and comprehensive advice on my Personal Insurance - Income Protection & life insurance. Paul knows his stuff and didnt charge me a thing! Great service!

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