Corporate Services
To ensure your business preserve its longevity, we develop strategies to ensure an effective ‘unplanned’ succession plan is in place to protect business owners, shareholders and key people.
Business Continuity & Risk Management
To ensure your business preserve its longevity, we develop strategies to ensure an effective ‘unplanned’ succession plan is in place to protect business owners, shareholders and key people.
Succession planning
Having the right cover in place with tax effective ownership structure that align with your Shareholder Agreement and Buy Sell Agreement is critical. This will help facilitate buyouts during unexpected leadership transitions due to major illness, permanent disability or death, ensuring shareholders’ interests in the business are protected.
Key Person Protection
If your key person in the business unexpectedly left due to major illness, permanent disability or death, key person protection can cover lost revenue, training and the cost of hiring temporary / permanent replacements. This helps to ensure your business operations can continue without any adverse financial impacts following the unforeseen event.
Group Protection
Businesses with more than 10 employees can obtain Group Insurance Policies for the purpose of Succession Planning, offering all stakeholders insurance covers at wholesale premium rates without medical underwriting. These benefits can also be extended to your employees for staff retention purposes.
Employee Financial Wellness
We help your business position itself as an ‘employer of choice’ by delivering innovative employee benefits through effective Financial Wellness Programs. Investing in employees’ financial confidence will improve their work performances, retention and mental health thus improving your business’ bottom line.
Financial Literacy Programs
Your tailored Financial Wellness Program will help reduce financial stress by empowering employees with the know-how towards financial wellbeing so they can control their finances today and enjoy a better financial future tomorrow.
Corporate Super
Set-up a Staff Superannuation Plan with excusive benefits only to your employees. We will help negotiate with superannuation funds to provide valuable retirement benefits to your employees, offering lower fees and insurance benefits at wholesale rates with no pre-existing medical condition exclusion.
Employee Sessions
We conduct group and 1-on-1 sessions to educate and empower your employees with practical strategies in setting financial goals, managing cashflow and debt, protecting their family and income, understanding home loan structures, investing in bull or bear market and estate planning.