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Business Insurance

carefully selected investment portfolios

    We understand the risks associated with owning a business, our team of experts has in-depth knowledge to provide possible solutions to mitigate your business risks.

    When the unexpected occurs in your business, having the right business insurance can help.

    Our value add comes from understanding what is important to you and providing an insurance solution to give you peace of mind in the case of any eventuality.

    Protect the sustainability and profitability of your business in case of a key person’s death or disability.

    The death, disability, or retirement of an active co-owner or partner can cause unnecessary strain on the business. Be certain that your business will remain in the hands of your business partners when something happens to you by entering into an agreement that they will buy your shares.

    It can take years to repay debt in your business. That is why it is important to protect your business and your family should you die before the debts are settled.

    Your business’s proper functioning relies on certain key assets. Having the appropriate insurance takes away the financial burden of replacing these assets when things go wrong.

    Stable Portfolio
    Why this portfolio?

    You want a model portfolio that seeks to deliver returns above that of a money market account

    You have a low risk appetite but require capital growth

    You want to preserve your capital, without exposing it to capital loss over a two year period

    I'm Interested
    Balanced Portfolio
    Why this portfolio?

    You want steady growth of income and capital

    You are comfortable with moderate market fluctuations and potential capital loss

    You are investing for three years or longer

    I'm Interested
    Equity Portfolio
    Why this portfolio?

    You require long-term capital growth

    You do not require an income from your investment

    You are willing to accept short-term capital losses

    You are investing for five years or longer

    I'm Interested

    Need help? Can't decide?

    We take time to get to know you and your requirements,
    creating a financial plan that suits you.

    Get Advice