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Personal and Business Insurance

Financial planning is as much about protecting your wealth as it is about building your wealth. In simple terms, if you cannot afford to lose something then you should try to protect your exposure with insurance.

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How can I protect myself and my loved ones?

It’s worth remembering that no matter how much expert advice you receive or how well you manage your finances, there is always a risk that you could suffer an early death or a serious illness or injury. Where that leaves you and your loved ones in the future depends on the wealth protection strategy you have in place.
And much like our busy personal lives, business owners are often so focused on building their business they neglect to protect the investment to ensure the survival of the business if something unexpected occurs.

A comprehensive plan helps to ensure business continuity and can minimise disputes between owners and families. This plan includes a documented buy/sell agreement to cover issues such as:

  • Establishing who should retain and/or gain ownership and control of the business in the event of an owner passing away or becoming permanently disabled.
  • Ensuring the departing owner (or their estate) receives an agreed and predetermined value for their interest in the business.
  • Providing the remaining owner(s) with funding options to purchase the departing owner’s interest in the business

For both personal and business insurance plans it’s important to seek professional guidance when establishing your insurance plan. With so many potential structures and types of cover available, it’s our duty and responsibility to take you through a process to help you understand your own protection needs and find the most appropriate solution for your situation.

Simple

We can help you protect your wealth and provide you with comprehensive protection.

Flexible

We understand that everyone has different needs, schedules and availability. We’re happy to meet face to face, over the phone or online at a time that suits you.

Solutions-driven

Let us help you protect your wealth, cash flow and assets. Our end-to-end financial solutions can support you throughout any stage of your life journey.

Let us help you protect your wealth, cash flow and assets by finding the best insurance for your needs.

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