Investment Advice For Business Owners | Investment Zone

Own a business?

It is our goal to build and nurture your financial position to create a more secure future for you and your business. We will work alongside you every step of the way.

We can arrange small business financial products and services to meet your needs including:

Employer superannuation
Self-managed superannuation funds (SMSF)
Borrowing within your SMSF
Insurance (life cover, disability, income protection and trauma)
Key person insurance
Succession and Estate Planning
Selling your Business, manage capital gains tax
Deposit and payment products (for example term deposits and cash management accounts)
Loans including mortgages & car leases
Retirement income streams, including Pensions and annuities
Managed investments

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