Our Private Business clients tell us our deep knowledge of the issues around protecting them as shareholders, company and trust assets is highly valued and second to none.
We work with you to design the most effective solution to ensure your personal and business goals remain a priority.
Business Key Person Insurance
-Who to insure to protect the business
- Ownership advice
- Taxation implications
Unit Holder Buy-Sell Insurance
Used for partner or third party unit holders in the event of death, disability, unit holder exit, unit valuation methodology
Shareholder Buy-Sell Insurance
Protecting shareholders in the event of death, disability, shareholder exit, business valuation methodology
Partnership Buy-Sell Insurance
Used to formalise partner intentions in the event of death, disability, partner exit, business valuation methodology
Life and Personal Protection Insurance Find out how we can protect you from life events and deliver security, peace of mind and value for money to protect you and your family.
DISCLAIMER/WARNING – GENERAL ADVICE ONLY
The information provided in this website is General Information only, so does NOT take into account your objectives, financial situation and needs. Before acting on any information contained in this website you should consider the appropriateness of the advice having regard to your objectives, financial situation and needs.
Azure Group Wealth Pty Ltd ABN 29 162 120 569 is an Authorised Representative of AVALONfs Pty Ltd ABN 43 162 297 298, Australian Financial Services Licence No. 437518. AVALONFs Pty Ltd Financial Services Guide