An informative workshop highlighting the ways small business owners can protect their businesses and put in place strategies to ensure a comfortable retirement.
- making contributions
- retail fund or self directed
- investing funds
- buy/sell insurance
- key person insurance
- business succession
- business overheads cover
About the Presenter:
With over 25 years of involvement in the financial services industry across three countries, Paul draws on a wealth of knowledge and experience to provide tailored advice for his clients.
A qualified financial planner (DFS Financial Planning), Paul has worked in senior advisory roles for Macquarie Bank, RBS Morgan's and Commonwealth Bank working with clients to create long term financial strategies to secure their financial future.
Working closely with clients, Paul develops tailored plans to help achieve goals through investment and saving strategies, business planning, superannuation contributions and personal and business risk insurances.
Paul's aim is to ensure that small business owners' hard work and commitment is enhanced, protected and rewarded through targeted strategies in line with their financial goals and aspirations.