Life insurance, superannuation, financial planning, and income protection insurance are just a few of the many products and services offered.
Richard Dennis manages our financial planning division as an authorised representative of Affinia Financial Advisers Limited (ABN 13 085 335 397 / AFSL 237857)
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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?
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.
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.
Income Protection & Business Expenses Insurance
Are you covered in the event of getting sick or injured, so that you can maintain the same lifestyle and not erode your savings and investments?
Is your life insurance cover set up as efficiently as you need it to be? Do those closest to you have the right cover?
It is never too early to start making sure that you have enough money for the retirement you have always been dreaming of.
Am I in the most appropriate fund? How do I make sure that it lasts as long as I need it to?
Note: The advice provided on this website is general advice only. It has been prepared without taking into account your objectives, financial situation or needs. Before acting on general advice you should consider the appropriateness of the advice, having regard to your own objectives, financial situation and needs. If any products are detailed on this website, you should obtain a Product Disclosure Statement relating to the products and consider its contents before making any decisions. Where quoted, past performance is not indicative of future performance.