Just like having a successful personal financial future, having a successful business takes planning and requires advice from experts. Research suggests that SME owners are considerably under-insured. The typical SME owner needs insurance to protect against life risk concerns such as:

1. protecting your business
2. ensure the business’ continuity
3. protection for your families and
4. as a tool in estate equalisation strategies.

At Elevate, we understand the concept of a Key Person (capital or revenue); Buy/Sell Agreements; Capital Gains Tax Rollover Concessions; SMSF ownership of Business Real Property; Limited Recourse Borrowing Arrangements, etc.

Let’s face it, we are also a small business, so we speak your language.