Corporate Financial Planning
We have a professional team to help business owner clients plan for their respective unique business needs and risk management for all living and non-living things.
Business owner are exposed to the following risks in today challenging environment as follows:-
- Damage to Stock
- Criminal Acts
- Theft and Burglary
- Hacking
- Data Loss
- Keyman’s Death or Disability
- Key Personnel Leaving
- Business-Owner’s Death or Disability
- Loan Guarantor’s Death or Disability
- Internal Disputes
- Terrorism
- Social or Political Unrest
- Regional or Global Unrest
- War
- Government Regulations
- Consumer Trends
- Professional
- Statutory
- Contract
- Agreements
- Currency Fluctuations
- Interest Rate Hikes
- Securities
- Credit
- Government Intervention/Regulations
We are specialized in the following insurable risks for the business owner:-
- Trade Credit Insurance & Political Risk Insurance
- Loss Of Keyman Insurance
- Credit Protection Insurance
- Share Buyback Insurance
- Business Succession Insurance
- Loss Of Key Employee Insurance
- Initial Investment Insurance
- Debtors Collection Insurance
- Employee Benefit Scheme
Without any proper corporate risk management plan in place, many things that can go wrong will go wrong. This is not a ‘maybe’, this is a certainty. The effects of any one of the above risks or combination of such risks happening to any one business can lead to negative repercussions.
We also cover the following areas of risk:-
- Work Injury Compensation Insurance
- Property Insurance
- Internet Liability Insurance
- Business Travel Insurance
- Comprehensive Dishonesty, Disappearance & Destruction Insurance
- Contractors’ All Risk Insurance
- Directors’ & Officers’ Liability Insurance
- Business Interruption Insurance
- Machinery Breakdown Insurance
- Public Liability Insurance
- Professional Indemnity Insurance
- Trade Credit Insurance
How We Work Effectively With You
- Our Initial Consultation
This is an informal yet structured meeting where we get to know you, your present circumstances, your financial & other life goals. It also gives you the opportunity to meet us and decide whether you would like us to work for you. It generally only takes about one hour for this meeting.
- Analysis And Strategy Development
Once we have reviewed your situation and looked in depth of all your existing financial arrangements, we will undertake a detailed analysis to create a customized plan which includes calculating what financial resources you will need, and when, to meet your objectives.
- Presentation Of Recommendations
At our second meeting, we will present you with a bespoke financial plan or advisory report. This is a comprehensive report answering all of your important questions. We provide specific recommendations on the actions you should take. This might include changing existing investments or filing gaps with new financial products. We take pride in our ability to communicate our advice in plain English.
- Review And Implementation
At the next meeting, we will answer all your questions after you have an opportunity to carefully consider and review the strategy. At this point we may work together to make small changes or ‘fine tune’ the plan. Once the plan is to your satisfaction, we will implement, taking care of the paperwork & administrative procedures on your behalf.
- Regular Review
While the plan we implement today will satisfy your current requirements, your circumstances will undoubtedly change over time. That’s why we recommend a review at least annually to ensure the plan remains in line with your goals.
Go Back to Services page
