Protection for everything you’ve worked for
You work hard on your business, so it makes sense to protect it. We can help give you peace of mind with a range of options to cover your business.
Succession planning
Whether you decide to sell, retire or you need to step away from your business because of health reasons, it’s important to have a plan in place to exit your business.
A good succession plan will allow you to transition out of your business and minimise the disruption of your business operations. To help you start your plan, arrange a chat with one of our expert financial advisers.
Business retirement planning
Even if retirement feels like a long way off, it’s important to start thinking about setting yourself up once you retire from your business.
We’re here to help with everything you need to know about retiring right, including:
- Financial advice
- Maximising your super
- Wealth management
- Establishing your pension benefits
Business risk insurance
While it’s important to protect your business and everything in it, you also need to think about what happens to your business if anything unexpected happens to you – like a serious injury or death.
We can help protect your business in three ways:
- Asset protection
- Revenue protection
- Ownership protection
This level of protection won’t just cover you and your business. It can also provide financial security for your family and your fellow business partners and associates.
This article is intended to provide general information of an educational nature only. This information has been prepared without taking into account your objectives, financial situation or needs. Therefore, before acting on this information, you should consider its appropriateness having regard to these matters and the product terms and conditions. Information in this article is current as at the date of publication. Terms, conditions, fees, charges and credit criteria apply.
