Ensure your business needs are taken care of today and protect its financial wellbeing.
Certain business events such as surety, replacing a key employee, or covering overhead expenses (to name a few) can be covered with insurance.
Business financial planning not only promotes financial wellness for your organisation, but also protects all the individuals involved in the business.
When you engage with our offices, you’ll interact with a dedicated financial adviser as well as committed support staff to meet your financial needs, goals, and objectives. We will provide you with an industry endorsed approach to make sure that your financial needs are holistically understood, planned for, executed, and reviewed on a regular basis.
Financial underwriting considers the financials of the business to establish the business’s needs. This is considered together with the life assured’s personal lifestyle and health status to determine the premium required for cover.
Important documents that may be required for business financial planning include:
Employee benefits are defined as the additional compensation to an employee’s salary. This is added to attract and retain talent.
These benefits may include: