Financial Protection for Directors,
Shareholders & Key Persons

Our suite of Financial Services empowers business owners, directors, and managers to reach their financial objectives, while protecting them from life’s uncertainties.

By seamlessly integrating and analysing your organisation’s current position and future aspirations, our team of qualified and experienced Certified Financial Planners (CFP®), registered advisors, and fiduciary practitioners offer sound advice and assist in developing a practical plan tailored to your needs and goals. With ongoing support, we ensure your financial future remain on course, as we guide you every step of the way.

Our services include:

Business Needs Analysis (Financial Planning)

A roadmap to achieving financial wellbeing that ensures your financial objectives are aligned with your business's goals.

Buy & Sell Agreements

Provides the enduring owners with the necessary funds to purchase the business’ shares in the event of a partner’s untimely death or retirement.

Contingent Liability (Surety Cover)

Estate protection for the person who signed surety or provided security for the business’ loan.

Key Person Insurance

Keep your business operational in the event of an unfortunate loss of a key player.

Cover for Loan Accounts

Cover for your loans or specific debts should you not be able to earn an income due to events such as death, disability and dread disease.

Investments

Tailored and flexible investment solutions with high-yielding returns for businesses.

Certified

Ensure your financial future, today!