Wealth Creation - it Starts with the Right Foundation with Sandy Elliss at City Business Swap - Completed

Wealth Creation - it Starts with the Right Foundation

·        Structure * Planning * Risk Mitigation * Discipline

THEN

You can implement your great business ideas and be successful Knowing you have Protected Yourself and Your Business

THEN

……this is the difference between a good plan and good outcome….. Review regularly to keep up-to-date with changing market and business conditions.

This is relevant to you as Business Owners and relevant to you now as you seek to protect the time, money and effort you have invested into your businesses.

I will be highlighting common pitfalls easily avoided with regular reviews of your Personal and Business Insurance Strategies.

I will show you what to look out for and what questions you should be asking to:

·        Reduce your exposure to risk

·        Minimise tax

·        Minimise costs and

·        Maximise the coverage of your policies.

“I partner with my clients to help them build successful businesses and achieve their aspirational goals”.

Presented by Sandy Elliss. Financial Planning and Risk Adviser at Perspective Group.

Sandy draws upon her full experience encompassing Chartered Accounting and Investment Banking with Price Waterhouse, Schroders and Investec.  Perspective Group is a corporate authorized representative of Madison Financial Group Pty Ltd