Client Risk Management

You need experts in all fields to help you deal with various matters.

Insurance

Business Personal
  • F&G
  • Key Person
    • Ownership
    • Purpose
    • Letter of Intent
  • Shareholder / Partnership
    • Ownership
  • Debt Protection
  • Ownership
  • Life
  • Trauma / TPD
  • Income
  • Medical

 

 

Legal

  • Property Relationships
  • Trading Structures
    • Companies Name/s
    • Shareholder Agreements
      • Shareholder Employment Agreements
    • Buy / sell Arrangements
    • Succession Plan
      • People
    • Skill Required
    • Roles
    • Business Plan
    • Business Valuation
    • Employment Agreements
  • Will – EPA
  • P,G’s
  • Trusts
    • Trustees
      • Names
      • Roles
      • Meeting Schedule
      • Documents / Giftings

Accountant

  • ACC Planning &
    Structure CP or CPX
  • Tax Returns
  • GST Returns
  • Statement of Performance
  • Statement of Financial Position
  • KPI’s on Financial Measurement
  • Tax Planning and Minimization
  • Assets / Liabilities

Banking & Investment

  • Personal Loans
  • Business Loans
  • Credit Cards
  • Cash Management
  • KiwiSaver
  • Mortgages
    • Term
    • Interest Rates
    • Structure – P&I / I only

Does your insurance really enough to cover your personal risk and protect your family?

Read more about Personal Insurance