Risk Insurance

Our insurance and risk advice takes into consideration your financial, family, business and personal circumstances and maps out a secure, affordable and relevant protection plan.

Whilst Sullivans are committed to protecting your wealth through sound tax and asset protective structures we are also acutely aware of the role Insurances play in this strategy.

As a free added value service, Sullivans have created a Strategic Alliance with Marsh Pty Ltd one of the worlds largest Financial Services Company's.

This Alliance will allow Sullivans clients to participate in a no cost Audit of their current or proposed Personal Insurances to check their adequacy from a premium and benefits viewpoint. The audit will examine the viability of your Term Life, Total & Permanent Disability, Trauma and Income Protection policies.

Sullivan's are committed to protecting your families Assets, so please do yourselves a favour and take advantage of this unique offer.

Types of insurance considered:

Personal

• Life
• Critical illness
• Total and permanent disability
• Income protection

Business

• Key person
• Shareholder protection
• Loan protection
• Buy and sell agreements
• Appropriate ownership structures (tax implications)

Sullivans - Accountants with a practical, hands on approach

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