top of page
Insurance Agent

Insurance & Protection Planning

Financial Advisor

Planning for the future is essential, yet it’s something many overlook until it’s too late. Protection is about safeguarding the things you value most, from your financial security to the wellbeing of your loved ones.

At K2 Private Wealth, we take an independent, whole-of-market approach to ensure you receive the best possible solutions. We’re not tied to any specific provider, allowing us to search the entire market and tailor protection plans that meet your unique needs. Our bespoke solutions include:

Life Cover – Providing a tax-free lump sum to your loved ones in the event of your passing.

Critical Illness Cover – A financial safety net if you're diagnosed with a serious illness, such as cancer or heart disease.

Income Protection – Ensures a portion of your income if you're unable to work due to illness or accident.

By leveraging our access to the full range of providers, we ensure you get the best options available, carefully aligned with your individual circumstances. Whether you want to secure your estate for future generations, or simply ensure financial stability in the face of life’s uncertainties, we can help.

Couple Sitting with Financial Advisor

Inheritance Tax Planning

  • Tax-efficient wills and estate planning.

  • Strategic use of lifetime gifts to reduce taxable estate value.

  • Creating tax-efficient funds to cover potential IHT liabilities, ensuring your beneficiaries inherit as much as possible.

Our independent approach allows us to explore all available options to maximise tax efficiency and protect your assets.


The value of proper protection planning is peace of mind. Contact us today to discuss your unique circumstances and let us develop a strategy to protect your financial future.

Other Services

Sunset Romance

Retirement Planning

Start planning your ideal retirement today. Dream about your future while we work on how much you'll need for a comfortable life. Utilising advanced cash flow modelling, we craft a detailed retirement plan tailored to ensure you enjoy your later years worry-free.

Lake landscape

Savings & Investments

Maximise returns with tax-efficient investment strategies. Whether seeking growth or income, out portfolios are backed by our expertise in crafting a strategy that not only secures your financial future but also maximises tax efficiencies. 

House on a Bridge

Moving to a New Country

Starting a life in a new country can be exciting and daunting at the same time. Our experienced advisers can take the stress away from your move by ensuring that you have your finances in order and insurances in place for you and your family.

Money

Foreign Exchange

Whether you're managing overseas investments, buying a holiday home, or running an international business, our foreign exchange services offer tailored solutions. We help you navigate currency risks and optimise cross-border transactions, ensuring your global financial activities are efficient and effective.

Contact Us

bottom of page