Case Studies

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We needed to be sure our business would support our wealth accumulation, while protecting our livelihood and future lifestyle.

We needed an accountant with specialised advice who could help us prepare our business for sale.

We needed representation that would level the playing field when negotiating large contracts.

What Did We Want? The Freedom to DO What We Choose.

The Importance of Correct Insurance Policy Ownership

Buyer expectations exceeded…thanks to a ‘cool head’, patience & an objective approach