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Secure Your Financial Future Now

If you don’t wish to leave the future to chance and want to know how you can safeguard your business, your family and your loved ones, your assets and your peace of mind with a risk planning strategy tailored to the specific needs of your business, call Stephen Jones today to organise a complimentary, no-obligation and strictly confidential consultation. It may turn out to be the most important meeting of your life.

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Call Stephen Jones today on
0408 284 123 or (02) 8213 9040
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Why expose your business to unnecessary risk?

In business there’s no such thing as an overnight sensation. It takes years of hard work, dedication and financial commitment to build a solid and dynamic business – one that’s capable of rewarding you for all you’ve invested and sacrificed and one that’s able to generate income and assets for years to come.

With so much at stake, the last thing you want is to lose your business prematurely because you haven’t planned for the day when something might go horribly wrong. For a lot of business owners, the main insurance policy involves crossing fingers and hoping for the best. And while that might be fine while everything is going well, it’s a guarantee of disaster should the worst ever happen.

Business risk insurance and succession planning

Whether you’re a sole trader, in partnership or have a company structure, it’s vital to think about what would happen to your business if you, one of your partners or a key employee were to die, become disabled or fall seriously ill.

  • Would your business have to be sold to pay out beneficiaries?
  • Would you have a succession plan in place to counter any conflict with a new partner?
  • Would you have sufficient funds to meet the fixed costs of the business if you couldn’t return to work for weeks or months on end?

Without a risk offset strategy in place, these kinds of events could severely damage your business or, worse, force it to close.

Planning provides a way to play it safe

Insurance is a proven way to safeguard your business and transfer its key financial risks to a third party. As risk insurance and succession planning experts, Lyneside Financial Services can help you plan around certain key risks of business so you’ll never have to worry that a major unforseen event involving you, one of your partners or a key employee could cause you severe financial hardship or result in the loss of your business.

We can work with you to set up a business risk strategy that can safeguard your cash flow, reduce the amount of capital tied up in your business and even improve your chances of gaining business finance from banks and other lending institutions.

As well as this, we can show you how to protect yourself and your loved ones from financial hardship should something unforseen happen to you.