You’ve worked hard for what you have and don’t want to feel exposed. We help you put the plans and structures in place to protect your finances and let you feel secure.

Asset Protection

Is there a chance your business or your profession can leave you financially exposed to potentially losing your wealth? We help you organise your finances with consideration to protecting your assets from litigation or bankruptcy.

Personal Insurances

Protecting your income if you are unable to work, or providing for your family in the event of your death, is as important as growing your wealth. Having adequate levels of Life, Trauma, Total & Permanent Disability and Income Protection Insurance ensures your finances don’t go backwards during stressful times in your life, allowing you to focus on getting back on your feet. We help you set up your cover so you maximise the tax effectiveness of your premium, and any benefits received on claims. As you age, your insurance requirements will decrease. We always review¬† your cover regularly so you are not paying for cover that you don’t need.

Business Succession Planning

The loss of a business partner or key employee can lead to loss of revenue or even the failure of a previously successful business. We can help you navigate through your business’ Will, a Buy/Sell agreement, all the way to implementing solutions for the departing owner’s interest.

Get in touch with our team to discuss asset protection to take the weight off your shoulders and give you peace of mind.

Useful Resources

What Is A Trust?

What Is A Trust?

A trust is a relationship where an individual or company (the trustee) carries on a business for the benefit of other people (the beneficiaries).  A common use of a Trust structure is where a trustee carries on a business for the benefit of a particular family...

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