How we can tailor a Business Protection Plan for You
To put a business protection plan in place for you we will meet with you at your place of business so we can find out about you and your business and your needs. With this information we can then analyse your current situation and identify any key areas or issues facing you. We have many solution providers to work with and we will then compare the companies and their products and make recommendations to suit your individual needs. Part of the analysis process also involves looking at your ACC Levies so we will be working in conjunction with your accountant and your lawyer to ensure that your business plan is complete.
Once recommendations are completed we will present to you a written statement of advice for your consideration. If accepted we will then implement these recommendations for you and we will be working with your professional advisers to ensure you and your business are well protected in all areas, e.g., buy/sell agreements, estate planning, trusts, wills etc.
Then once your plan is in place we will regularly review this to make sure it still suits your ever changing needs.
Remember your plan will offer you certainty control and cash flow for your business. This means that regardless of what unexpected event happens around an illness or an injury that the right amount of money will come into your business at the time right, to the right person.
Then should you need to claim on your plan, then we manage that process for you. Claim time can often be a very worrying and stressful time as something in your world has gone terribly wrong. Just let us know that your need to claim and we will facilitate that for you. Our relationship with the claims teams at the various companies allows us to make the process as quick and as seamless as possible in achieving the desired outcome for you.
So all we need is some time to sit down together and find out about you and your business. Because I am paid by the insurance companies, there are no fees for my services so why not contact me today and we can arrange a time to get together so we can ensure that all that hard work you are putting into your business is not taken away from you, giving you the peace of mind and financial security going forward.
Because I want to ensure that your business is set up for success – so that you don’t lose what you are working hard to achieve.