Protecting your business and your family

As a sole proprietor or as a partnership with two or more partners, the question to ask yourself is: What would happen to your business if one of you was injured, sick or worse still, died unexpectedly?

“We are small business experts and understand the unique opportunities available to them”


The types of insurances you need that will give you total peace of mind may include:


  • Personal insurances for each partner that would provide a payout to the surviving spouse and her family
  • Insurance funding that would enable you to payout the deceased member’s share of the business
  • Insurance that would help fund your business until arrangements can be made to bring in another partner or to make plans to sell your business.


Insurance for business owners can be quite complicated as often arrangements are in place to minimise personal income. This low income can affect the level of cover that you could qualify to receive.

As specialist insurance advisers we can work with the insurance companies to implement a quality insurance program.


Superannuation for Your Retirement

Did you know there are significant tax concessions for investing business profits into superannuation at retirement? Careful planning in advance of your retirement should be implemented to secure the benefits and to make sure they are adequate for a comfortable retirement.


Self Managed Superannuation Funds

SMSF’s are a popular vehicle for business owners. A SMSF is a trust that complies with superannuation legislation. Depending upon your circumstances, you may benefit from your SMSF holding direct business assets.


Financial Planner

Desley began her Financial Planning career in 2003 as a Paraplanner. She is a Certified Financial Planner (CFP) – one of the………………..

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Partner / Senior Accountant

Dean is a qualified accountant with over 20 years experience. He has completed a Masters in Commerce and his extensive accountancy background………..

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Senior Financial Planner

Ryan is an experienced financial planner having spent the first 8 years of his professional life with Australia’s largest financial services and banking group……….

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Director / Principal Planner

Aaron leads our Statewide Wealth team and brings a strong culture of personal service to our client offering. Aaron works closely with clients to help identify…….

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Schedule a call back and start your journey today!