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Corporate Authorised Representative (No 1233861) of Excalibur Wealth Group Pty Ltd (‘EWG’) ABN 87 652 985 361, AFS Licence No. 535263

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Other Services

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.

iPLANservices | Business Insurance

Manage your business risk with tailored insurance

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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.

Business Expenses Insurance

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.

Buy/ Sell Cover

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

Key Person Insurance

ADVICE BENEFITS

BUSINESS INSURANCE

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.

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

Initial meeting

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.

Ensuring we understand the whole picture

Fact Find

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.

Presenting you with your tailored plan

Plan presentation

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.

Implementation - where it all comes together

Implementation

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.

BUSINESS INSURANCE

Mahesh Menon

Mahesh Menon