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Our services

Business insurance

Many families own a business and rely upon it for their income and future wealth goals. So its important to ensure you’re protected against unforeseen events.
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Key Person Insurance

Protecting your business against the potential damage to revenue, operations, or planning caused by the illness or injury relates loss (temporary or permanent) of a critical employee, director or investor.

Business Succession Planning (including Buy/Sell Agreements)

Business succession planning is all about making a provision for the unforseen exit of a business partner due to death, disablement, illness or injury. Akin to creating a “will” for your business.


Business Debt Protection

Business Debt Cover is aimed at protecting an entity from potential financial loss in the event of a key man’s death or total disablement. This cover removes the obligation of the business having to rely on cash reserves to repay any debt or loans.


David Gates

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David Gates

Principal Adviser

Live Chat

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Request a Meeting

Note preferred date and time and we'll be in touch to confirm.

Email
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thank you icon

Thanks for contacting David!

We’ll be in touch soon to confirm all the details

Request a Meeting

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+61430592438