Corporate Solutions
Vantage Financial can develop and implement corporate strategies for your company and employees including corporate superannuation, insurance, and employee packages for you to offer, or include, in remuneration packages for your key management and employees.
There are many risks to any business. One major area we focus on for you is key-man risk. The loss of a partner and/or director of a company can be quite damaging to its ongoing viability and may in some cases trigger automatic defaults on some lending facilities. We will analyse your key risks and provide you with insurance solutions to manage these risks.
The second area we focus on is in relation to business partnerships/shareholders. Having a partner die or be permanently incapacitated can create issues for the surviving/remaining partner/s.
How do you buy out their share of the business? It is rare for any company to have liquid assets to buy out any of the shareholders/partners at any given point, so we focus on structuring funding arrangements, in conjunction with your accountant and lawyer, to ensure that this risk is mitigated.
After implementing our recommendations we will establish a regular review program to ensure that the funding vehicles continue to meet their objectives as your business changes.
Contact us today to discuss risk management solutions for your business.
Disclaimer: The information contained within this website is of a general nature only. Whilst every care has been taken to ensure the accuracy of the material, WealthSure Pty Ltd will not bear responsibility or liability for any action taken by any person, persons or organisation on the purported basis of information contained herein. Without limiting the generality of the foregoing, no person, persons or organisation should invest monies or take action on reliance of the material contained herein but instead should satisfy themselves independently of the appropriateness of such action.
Our Australian Financial Services Licence is provided by WealthSure Pty Ltd (AFSL No: 238030). Please note that WealthSure Pty Ltd is not licensed to provide advice on Mortgage Broking, General Insurance, Legal Document Drafting, Taxation, Real Estate & Business Coaching.
Corporate Superannuation
Choosing the right product for your employee superannuation is important. There are many products in the market.
Are you using the right one? What is the fee structure of your superannuation fund? Is it value for money?
We will review all of these things for you so that you know where you stand and work with you to implement the right superannuation solution for your business.
Corporate Finance
As you know finance is integral to a functioning and successful business.
Have you had your business finances reviewed lately and do they suit your current financial situation and growth plan?
We have a finance team that can go over your options whether you want to review a lender or are trying to take your business to a new level.
Contact us today to discuss superannuation and finance solutions for your business.
In today's employment arena of very low unemployment, retaining and/or attracting high quality staff is becoming increasingly difficult. Many employers make the mistake of thinking high remuneration only is the key to attracting and retaining great staff.
One area Vantage Financial can help is by working with you to offer your employees security and some financial guidance.
This could include offering your employees (as a part of their remuneration package), financial planning services that:
- Protect them in the event of unforeseen illness/accident
- Show them how to start saving into an investment portfolio
- Provide strategies to pay off their mortgage sooner.
We work with your business to determine the best way to deliver these financial planning services; whether through seminars, workshops or one-on-one appointments at your workplace.
These are benefits that your employees would not necessarily go out and buy for themselves but will be of great benefit and reward over the years.
