Wealth Management

Indemnity Corporation TFC* (ABN 12 085 157 684) is the wealth creation division of indemnitycorp and is a joint venture operation between Indemnity Corporation Financial Advisors Pty Ltd and TAG Financial Pty Ltd.

Indemnity Corporation TFC is a Member Firm and Corporate Authorised Representative of Genesys. Its Corporate authorised representative number issued by the Australian Securities and Investments Commission (ASIC) is 260395.

Advice is provided by TAG Financial Pty Ltd.

We engage a team of eight Advisers (supported by the members of our Client Service Team) who collectively can provide advisory services designed to help you create, manage and protect your wealth, including:

Wealth Creation

Financial Independence and Lifestyle Planning, including Retirement Planning

Life Insurance and Personal Risk Management

Debt and Cash Flow Management

Corporate, and Personal Superannuation

Self Managed Superannuation Funds

Direct Equities

Estate Planning

Business Succession Planning and funding

Key Person Insurance

We can facilitate the purchase of direct equities through a number of reputable stockbrokers.

We also offer mortgage broking, commercial financing and leasing services.

Our Adviser, Client Service and Administration Teams work with you to help plan financial lifestyle independence for yourself and your loved ones. This involves setting targets, and, based on where you are today, what needs to be done to build and preserve your wealth, and provide a cash flow, in tax advantaged ways, when you no longer want to work.

All recommendations are based upon consideration of your present circumstances and lifestyle objectives. Alternatively, you may instruct our team to acquire specific investment or insurance products on your behalf.

Our team is committed to assisting clients to stay on track to ensure that targets are being met. If requested by you, this can be achieved through a proactive, ongoing, relationship with you. In those circumstances, we consult with you on how to respond to changes (if at all) in:

your own circumstances

government legislation and regulations

investment and insurance markets

Business owners can also benefit from our technical expertise and experience in:

how to maintain control of the business in the event of one of the Principals dying prematurely, or becoming disabled

how to unlock the value of their business interest in the event of their premature death, or disablement

how to ensure that the business has an appropriate cash cushion, to meet the inevitable cash flow squeeze, if a key person (including a Principal) dies or becomes disabled

funding for business, investment or housing needs.

For further assistance or advice on any of these products please call us on 02 9034 5555.