Bolster Risk Management
I love discussing small business in New Zealand, especially looking at business from the perspective of an investment asset, for the owners. Why? We have many small firms here in NZ and while many people seem to believe that residential property is the main investment asset class, ‘small business’ is an often overlooked category. Somewhere around 95-97% of all firms in New Zealand are classed as small, so we have a lot of them. People build their businesses, and hopefully sell for a good amount around retirement age, and have a good life… Or that is the dream at least…
I use 3 Principles to help you maximise your return on investment; Protect Against Risk. Find Value. Build Wealth. Specifically, I look at how business risk and business value are closely tied together.
Products & Services
Business insurance; specifically Key Person Cover, Shareholder Protection and Business Expenses Protection. If you have a sick or injured staff member, what are the long-term costs and impact on your firm's profitability? We can also do employee group schemes for health, life and trauma cover, even if your team is only 5+ this is a great way to get cover for pre-existing conditions. Personal insurance? We can do that too, with life, trauma, income protection and private health protection. KiwiSaver & Investments? We've got you sorted here too. We can even put in place a KiwiSaver group scheme for your team.
