As a business owner, you have certain financial goals and objectives. You may want to protect your revenue and insure your Key Personnel, protect the shareholders by establishing an agreement for the smooth transition of shareholding, retire early or establish a family trust. Whatever you goals, you are much more likely to achieve them with the help of professional financial advice.
Whether you are just starting the journey to financial freedom, or about to retire and enjoy the rewards of you hard work, Concept Wealth Solutions has a range of services to meet your needs.
Business Risk Strategies
We analyse your financial risk and can tailor a business risk strategy of business expenses insurance, income protection, trauma cover, total and permanent disablement cover and life insurance to suit your needs and to ensure the continuity of your business.
We can tailor a strategy to your individual business needs to help ensure the smooth succession of the business from one owner to another while providing security for employees through the continuity of employment
A buy- sell agreement enables a much smoother process in terms of business succession. We can assist you with establishing the buy-sell agreement and associated insurance requirements, including establishing the value of your business and its method as well as a choice of how each business partner funds the buy-out process.
Information on this site may be regarded as general advice. That is, your personal objectives, needs or financial situations were not taken into account when preparing this information. Accordingly, you should consider the appropriateness of any general advice we have given you, having regard to your own objectives, financial situation and needs before acting on it. Where the information relates to a particular financial product, you should obtain and consider the relevant product disclosure statement before making any decision to purchase that financial product.