As fellow business owners we face similar risks to you and know how best to confront them.
Fundamentally we help hard working business owners and Directors align their business and personal finances. We can provide the in-depth support you need, ensuring all your business and wealth planning needs are met at every stage of your business lifecycle
Keep the roof over your head and food on your table
Its great being your own boss, isn’t it? But if you were ill and couldn’t work, what would happen to your income?
Ill health can happen to anyone, any time. We’re not talking about coughs and colds, we can all live with those, but what about serious illnesses?
How about losing a business partner? That would be bad enough. But without the funds to buy their shares, you could find someone else in the driving seat.
Could the business continue with the loss of a key employee?
What if you were to die? At a time of loss, the last thing the business or family need is added stress caused by financial worries.
So don’t take a rain check on protection, after all it could help protect your business, your employees, your lifestyle, and that of those you love
Through our professional advice process, we want to help protect the future of your business should you, a key individual or business owner were to get injured, be diagnosed with terminal or a critical illness, or suddenly pass away.
We will conduct a no-obligation financial health check, together with a business risk assessment.
Every business is different, and therefore has its own unique set of risks.
Through our professional advice process, we want to help protect the future of your business should you, a key individual or business owner suffer an injury, be diagnosed with a terminal or critical illness, or suddenly pass away.
Mathew has been our adviser for many years, and it gives us peace of mind that our pensions and investments are in the hands of someone we can trust implicitly. We would be delighted to recommend Seifert & Dunk.
Do get in touch with us if you need a bit more information about these services, or any of our other financial planning advice.