You’re hands on, never enough hours in the day, making the key decisions. You’re the one responsible for building cash flow, servicing obligations, keeping business coming in the door, getting and keeping the right staff, and compliance issues, and that’s all before 10.00am!
You’re trying to build something worthwhile for you and yours; a business you can pass on, or sell. While at the same time, getting some work life balance and time to enjoy the family. Juggling all of that is no easy task.
We get it – we’re business owners too – and we can help. We can offer advice and sound business expertise based on experience. If we’re talking insurance protection, we’ll review your needs with you and proactively take care of it, so it’s not another thing on your “to do” list. We’re accessible, you can reach us at any time if you want to talk, but more than likely, we’ll be in touch with you.
And we’ll keep it simple and clear, no ‘insurance jargon’. We deal with many businesses in just this way.
Take a look at our expertise.
We’re business owners too, and we can offer you knowledgeable advice and expertise in the areas that matter to you.
We’ll help you put plans in place to protect the wealth and lifestyle you’ve worked so hard to create.
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.
What happens if your business causes physical or financial loss to a third party or an employee? We will work with you to understand your business risks and walk through the range of liability covers.
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.
What happens if you become ill, or have an accident and can’t work for an extended period? You’ll want to ensure a steady source of income to allow you to pay your bills and provide continued household and/or business income. We can advise on all income cover areas from ACC, Mortgage Repayment, Income Protection and Key Person cover. We’ll put together the right package for your situation.
If a key person is unable to work due to illness or injury would your business suffer? Key person insurance protects your business, providing either a monthly payment or a lump sum, depending what options you choose.