Our services

Business insurance

Many families own a business and rely upon it for their income and future wealth goals. So its important to ensure you’re protected against unforeseen events.

advice Benefits

Business Expenses Insurance

This is insurance designed for the self-employed or business owner who is unable to work due to sickness or injury. It will cover fixed business expenses like rent, salaries and overheads, and can keep the business running while you recover.

Key Person Insurance

Key person insurance can minimise the impact on your business of the loss of an important staff member through illness, injury or death.

Buy/ Sell Cover

Business succession planning is an important consideration to ensure the continuous running or ownership transfer of your business. It allows business partners to buy-out each other's share if one of them becomes ill, disabled or dies, and provides a lump sum to finance it.

Mahesh Menon

Adviser & Director

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Our Advice Process

The personal financial advice process will start with us getting to know each other

During our first meeting you can expect to discuss your financial goals and objectives so we can better understand how we can help. We’ll then do a financial health check by going through a series of questions so we can get a picture where you are today. This is also a chance for you to ask us questions about how we can help.

Ensuring we understand the whole picture

Once we’ve identified your goals, the next step in the process is for us to build a deeper understanding of your personal and financial situation. This information, along with our discussion about your goals and objectives, allows us to begin creating a tailored plan for you.

Presenting you with your tailored plan

After finalising your tailored plan, we’ll present you with a Statement of Advice, explaining our recommendations and ensuring it meets your goals and objectives.

Implementation - where it all comes together

The strategies recommended in your Statement of Advice will now be implemented by us. This may also involve us working with our industry partners such as accountants, solicitors and mortgage brokers.

Partnering with you for life

It is likely that your financial circumstances, goals and objectives will continue to evolve over time. That is why it’s important for us to contact you periodically to review your situation and update the strategies in place.