Life insurance, superannuation, financial planning, and income protection insurance are just a few of the many products and services offered.
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Business Succession & Key Person Insurance
Is your business covered with sufficient funds to achieve its goals and keep it growing if something happens to one of the shareholders?
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Buy/Sell Agreements & Shareholder Agreements
A solid strategy with the correct binding documents is the best way to minimise the heartache and impact of someone exiting the business.
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Estate Planning
There are a few areas that you should make sure are all in order, including your Wills, Enduring Powers of Attorney, Enduring Powers of Guardianship, Health Care Directive and Superannuation Beneficiary.
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Income Protection & Business Expenses Insurance
Are you covered int he even of getting sick or injured, so that you can maintain your same lifestyle and not erode your savings and investments?
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Life Insurance
Is your life insurance cover set up as efficiently as you need it to be? Do those closest to you have the right cover?
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Retirement Planning
It is never too early to start making sure that you have enough money for the retirement you have been dreaming of.
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Superannuation
Am I in the most appropriate fund? How do i make sure that it lasts as long as I need it to?
Our Financial Services Team
Richard Dennis
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richard.dennis@centrewest.com.au | |
Phone | 08 9349 7900 |
Mobile | 0409 127 722 |
Haydn Gannon
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haydn@centrewest.com.au | |
Phone | 08 9349 7900 |
Mobile | 0476 127 799 |
Centrewest Financial Services Pty Ltd, ABN 97 144 989 024, Representative Number 390349 is a Corporate Authorised Representative of Rockton Pty Ltd, ABN 95 605 381 644, AFSL No. 532226.