Protecting Your Business

Talk to us today about protecting yourself and your business through insurance and succession planning. Our consultative approach means that you will be given all the options and education required to make a sound decision to protect your livelihood.

BUSINESS SUCCESSION AND PROTECTION?

Does your business have a succession plan, or would it wind up on the death of a partner? Do you have a guaranteed buyer ready to pay an agreed price for your business if you die or become disabled? Could you adequately compensate the widow of a former business partner, or would you be happy to go into business with them?

WE ASK THE RIGHT QUESTIONS.

These questions are important to ensure that your business (and the people who make it profitable) are protected. Fortress are passionate about protecting local business owners. Succession planning is a vital aspect for all business owners, especially if your business has:
  • two or more owners
  • a key person that provides a substantial portion of business revenue
  • a key person that provides capital to the business
Toowoomba Financial Planners
50 Most Influentional Advisers
  • F: (07) 4641 7497
  • This email address is being protected from spambots. You need JavaScript enabled to view it.
  • 15 Isabel Street,
    Toowoomba QLD 4350
  • ABN: 32 164 822 333
The information and any advice on this website does not take into account your personal objectives, financial situation or needs and so you should consider its appropriateness having regard to these factors before acting on it. When considering whether to acquire a financial product, before making any decision, you should obtain the relevant product disclosure statement.

Any outlooks or projections on this website rely on assumptions as stated, however actual results may differ materially from these projections. Past performance is not a reliable indicator of future performance. This website may contain material provided by third parties and is given in good faith and has been derived from sources believed to be reliable but has not been independently verified. To the maximum extent permitted by law: no guarantee, representation or warranty is given that the information or advice in this website is complete, accurate, up-to-date or fit for any purpose.

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