Achieve Financial Peace of Mind
What a great feeling. Your business is secure and you are properly managing risk. We can protect you with a business Health Check and Risk Audit. This will give you the peace of mind that you have done everything right.
How Can a Business Health Check Help You?
A business risk audit provides you with a helicopter overview of your entire business. It presents you and your partners with a detailed report and analysis, although some business owners live in denial thinking, "It will never happen to me", but successful business owners don't rely on luck.
They take control of their direction and find ways to improve the probability of success.
Furthermore, we will help you to prepare a financial contingency plan for you, your business and your family. So, no matter what life brings, you can make the best of it.
Our Seven Step Advice Process
- We start with a letter of engagement to establish our relationship
- Next we give you a copy of our disclosure statement
- Start gathering data from you
- We analyse your data using InControl
- Then develop a plan
- Help you to implement your chosen plan
- Every 2 years we offer a review to monitor your plan in case your circumstances have changed
What is a Business Health Check?
A business risk audit identifies your human capital risk factors for you, your business partners and your spouse. Loss of your cashflow due to death, serious illness or disability could be a defining moment in the success or failure of your business and the financial security of your family.
Business Check Audio Introduction
Press the triangle button to play the audio.
Sign Up for Our FREE Newsletter
Why Choose Lucas Remmerswaal?
Lucas is a member of Newpark Financial Services network, “A good broker is the best insurance you can have”. We believe in choice and independence that gives us the ability to give you impartial advice. We work together as a team with accountants.
We take pride in the fact that we are able to give you truly professional insurance advice. We are able to provide clients with solutions using the best available products and services.
Our approach to financial advice is quite simple. As every business’ needs are different, we tailor a risk management plan that achieves your particular goals.
