SME

Infocus has a range of tailored strategies to assist small business owners with your wealth management.

 

Group Head Office & Qld State Office

07 5406 5000
Level 2, Cnr Maroochydore Road & Evans Street
Maroochydore QLD 4558
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How Can Infocus Help Business Owners?

Infocus has developed a range of strategies specific to assisting small business with protecting your assets and growing your wealth.  These included tailored risk management, investment and insurance solutions.

Insurance

Life is full of surprises -– both good and bad.  Insurance provides you with the ability to manage the financial and emotional impact of some of the more drastic surprises that can happen, whether personally or in your small business. 

Insurance will never compensate for the loss of a loved one, or replace their role in the family, but it can help reduce the financial burden by providing the capital to ensure you and your family have choices.

Answer the following simple questions.

  1. Do you have a mortgage?
  2. Do you have any personal loans?
  3. Do you have any credit card debt?
  4. Do you have dependants?
  5. Would your financial position be affected if you were to suffer from an illness or injury (remember you would need to have enough capital to fund medical expenses and the ability to take time off work to recover)?
  6. Do you want to have enough capital to look after your dependants if you were unable to care for them for an extended period of time or perhaps indefinitely?

If you answered yes to any of these questions, talk to your local Infocus financial adviser by clicking on ‘Enquire Now’ below. 

Investing

Investing is an essential part of helping you create wealth.  Over the long term, investments can generate great rewards - and the earlier you start, the better.

Investing starts with ensuring you have surplus cash flow to invest.  Sound diversification and tax-effective strategies to grow your wealth are important considerations.  You don’t have time to worry about this, you’re growing your business – so let us worry about it by putting in place quality financial advice that helps you achieve your goals.

For more information about managing risk in your business and growing your wealth outside of your business asset, contact your nearest Infocus financial adviser by clicking on the 'Enquire Now' button below.

Enquire Now