You may still be working now, but the time is approaching to shift focus; re-balance a little, spend more time with the grandchildren, indulge your passion, work on the bach “to do” list; please yourself a little more, you’ve earned it.
Enjoying a comfortable retirement takes some planning. A constant income stream is important when you are not working; maybe you need some prudent advice to build wealth or with formulating a succession plan so you can spend a little less time on the business.
You can rely on us for good advice based on our experience, but before we get to that point, we start by listening, respecting the knowledge and wisdom you’ve accumulated over your working life. Only after we feel we’ve developed a personal relationship with you, will we then offer personalised advice to protect and grow your wealth. We’ll always have time for you and for a chat about how things are going, and we make it easy for you to reach us.
First we’ll listen, then advise, with a plan to protect what you’ve worked for.
It’s hard work juggling a family and work commitments and building your wealth all at once. We’ll map out a plan with you, do all the ‘heavy lifting’, and set you on a planned route to on-going prosperity.
Are your major business assets protected? Do you need help identifying what they are? Buildings, plant, stock, machinery and more, we can offer a wealth of experience, and protect you against loss that can cripple your business.
Who will succeed you when you retire, or if you have to leave your business suddenly? Is it time to identify and develop a new leader for your business? Proper succession planning requires sound preparation in order to ensure a smooth transition. Experience is key, and we’ll help you through the process.
Investment properties can be great for passive income, but insuring them well is important. We’re experts in determining asset values and advising on your responsibilities. We will make sure you are covered for loss of rent and different liabilities and help you set up everything properly.
Sadly most of us get sick or injured at some stage in life, and for elective surgery having health insurance can ensure the best care in the fastest time possible. We can help you get back to enjoying life, quickly
‘Accelerate has looked after our family insurance needs since 1997. It is no exaggeration to state that throughout this time they have always put our needs first, and ensure our premiums are relevant, current and competitive. At no time have they advised us to purchase a product we neither needed nor could afford.”
As ‘empty nesters’ heading toward retirement, we’re spending more time on the golf course and travelling. The Accelerate team have the right mixture of experience and knowledge to advice wisely on investment strategy to ensure we keep building wealth so we can enjoy the future. Thanks team.
Accelerate have been a great business partner as they understand the challenges of running a business. They are always accessible and pro-actively review my insurance needs allowing me to take that job off my “to do list”. I would highly recommend Scott and the Accelerate team. Chris Wilson, Best Property Services
We have always found Jared at Accelerate to be very honest and impartial with his advice and guidance. He has given us excellent service and has made us incredible savings over the many years we have used him. We wouldn’t hesitate to recommend Jared and Accelerate to anyone in need of sound financial advice.