As the financial markets become more complex it’s important to engage the services of professionals who you can trust. Trans-West Financial Services is committed to providing quality service and advice to help our clients achieve their business and personal goals and objectives.
Manage the risk to your greatest asset – you. Life insurance is a critical part of financial planning process that provides financial security for both you and your family.
Life insurance provides you and your family with protection against the often devastating financial impact of an event such as death, disablement, serious illness or injury.
There are a range of insurance options available that can be tailored to suit your needs and situation.
Key Person Insurance is designed to protect your business in the event that it loses a key person – this could be you, or any number of your key personnel. The policy is owned by the business and in the event of a claim, the benefit is paid to the business if that key person suffers death, disablement or severe illness.
The insurance proceeds are normally used to replace lost revenue, recruit a replacement or assist with business loan repayments.
Buy/Sell insurance provides the funding to buy out an owner’s interest in the business in the event of their death or disability. This ensures that the remaining owner’s and the business don’t need to fund the payout to the existing partners family.
By putting a formal business succession plan in place, business owners can: exit on their own terms, ensure that they or their estate receives the full value of their share of the business and safeguard business continuity into the future.
Superannuation can be one of the most effective ways to save for your retirement. We specialise in a number of retail and self-managed super solutions
Trans-West Financial Services Pty Ltd ABN 47 003 393 860 is an Authorised Representative of Consultum Financial Advisers Pty Ltd ABN 65 006 373 995 AFSL No. 230323
Located in New South Wales
Trans-West Insurance Brokers Pty Ltd
79 Bathurst Street Liverpool
NSW 2170 Australia
Ph (61) 2 9601 7166 Fax (61) 2 9821 2010