Wealth Protection Planning

We know that protecting, and preserving, your existing wealth is a key concern. And understandably so. Life can throw curveballs that impact your health, family and/or business, but we can make sure you’re ready and that your wealth is protected should circumstances suddenly change.

Percentage of people without life insurance who have no financial plan for their family if they die


Percentage of a non-smoking man dying or getting a critical illness before age 65


Percentage of people with cancer who used savings, sold assets or borrowed to cover costs or loss of income caused by diagnosis.


Percentage of mortgage holders earning an income from employment who felt they could only survive for 6 months if they became too ill to earn


Insurance provides a cost-effective way to protect you, your family, and your business. Phoenix Waters Wealth Management can tap into an extensive network of the world’s most respected insurers to find high-quality, third-party products that meet your individual needs. We’ll also integrate your insurance solutions into your estate and wealth structure, which will ensure you have liquidity during any periods of uncertainty.

We can help protect your wealth and ensure its security through diversified portfolios, investments that protect against inflation and cash deposits.


The value of investments can fall as well as rise. You may get back less than you originally invested.