Protect Well
Program

Personal insurance advice from our Geelong financial planners

Min investment: $3,300

You are working hard to build your wealth. Now it’s time to protect it. At MAC Financial in Geelong, our Protect Well Program provides comprehensive personal insurance advice and financial protection planning designed to safeguard your financial future and give you peace of mind.

Protecting your wealth is a vital part of achieving long-term financial success. Life can be unpredictable, and having the right protection in place ensures that unexpected events don’t derail your progress. From emergency fund planning (keeping accessible savings for life’s surprises) to structured income protection advice, our team will help you create a personalised plan to secure your lifestyle and protect your family’s future.

Through the Protect Well Program, you’ll benefit from:

Tailored personal insurance advice covering life, disability, trauma, and income protection
A proactive financial risk management strategy designed to protect your income and assets
Guidance on wealth protection strategies to minimise financial disruption during life’s challenges
Support in building an emergency fund that strengthens your overall wealth protection advice plan

We believe that true wealth isn’t just about what you earn or invest. It’s about how well you protect it. With our expert guidance, you’ll have the structure, confidence, and strategies to ensure your wealth remains secure and sustainable for the long term.

To continue your journey toward a secure future, explore our Your Super Program, designed to help your superannuation work harder for you, or our Retire Well Program, where we help you plan and protect your finances as you approach retirement.

1. Connect

2. Assess

3. Plan

4. Grow

5. Repeat

Find out more Book kickstart call

Wealth is a destination reached by those who regularly take the right steps. Working together we make sure that you are best placed to reach the destination you want.

Jamie McIntyre