Designed to keep your financial health intact amid life’s uncertainties.
Peter Sa, a Financial Planning expert, has spearheaded JPL Wealth Pty Ltd ATF JPL Wealth Trust for over 15 years. Our core offering is the Peace of Mind service – a comprehensive insurance plan designed to help you navigate life’s uncertainties.
Our insurance service covers a wide range of scenarios, ensuring that whatever the circumstances, your financial wellbeing is maintained. We’ve built our reputation on understanding our clients’ needs and providing robust solutions to their worries. Our goal is not just to provide a safety net but also to enable wealth accumulation and growth during uncertain times.
The most common questions you get from the customers here with the answers
What is the Peace of Mind service?
The Peace of Mind service is our signature insurance solution designed to safeguard your financial wellbeing against unexpected life events. It combines tailored insurance coverage with strategic financial planning to ensure long-term security and growth.
What types of insurance are included in this service?
Our insurance offering covers a wide range of areas including life insurance, total and permanent disability (TPD) cover, income protection, and trauma cover. We work with you to assess your needs and recommend a plan that suits your lifestyle and financial goals.
Why should I get insurance through JPL Wealth instead of directly from an insurer?
With over 15 years of experience, we do more than sell policies — we provide strategic financial advice alongside your insurance. Our personalised approach ensures you not only have the right cover but also a plan to grow and protect your wealth over time.
How does JPL Wealth support me during a claim?
We provide full claim support, helping you navigate paperwork and liaising with insurance providers on your behalf. Our goal is to reduce your stress during difficult times so you can focus on what matters most — your recovery and wellbeing.
Can I review or update my policy as my situation changes?
Absolutely. Regular reviews are part of our service. Life changes — and your insurance should too. Whether it’s a new job, growing family, or change in financial goals, we help you adjust your coverage accordingly.
Our policy covers extensive situations ensuring maximum protection.
Over 15 years’ experience in financial planning guarantees expert handling of your plans.
Every client we serve receives a personalized plan tailored to their specific needs.
Beyond safeguarding, our plans also focus on enabling wealth accumulation.
With years of experience under our belt, we have grown into one of the most trusted services around.
Peter and his team are not only highly professional accountants but also genuinely caring individuals. They take the time to listen to your story, recognising that every business and each person behind it is unique. In return, they provide thoughtful and well-considered solutions. They complete the work efficiently and without any fuss. Thanks, JPL!
I’ve been with Peter and the team for many years. They are professional, reliable, and provide very sound, personalized advice in a caring and friendly manner. Highly recommended!
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