Protecting the business

Home > Financial Focus

We find many small business owners fail to
consider what will happen to their business should
they die, have a long period of illness, or suffer a
total and permanent disability. They may not have
made proper plans for selecting a successor or for
distributing the proceeds of the business. Failure to
address these issues can be a major oversight and
lead to unnecessary complications.
The primary considerations for business owners
are who is to take control of the business and how
is the transfer to be funded. Business owners
also need to consider what may happen to their
business if a key employee can no longer work in
the business due to illness, injury or even death.
Speak to us about an insurance package that can
help protect your business.


"Self-employed people often earn a decent income while working. However, without the benefit of employer-paid superannuation contributions often have little money to live on in retirement. Don’t rely on selling..."

Don’t neglect retirement savings
See More Testimonials

Meet the Team at Momentum

David Gourley

Director / Financial Planner
Team Profiles

Newbrocom Pty Ltd (ABN 39 152 026 330) trading as Momentum Financial Planning is an authorised representative of Charter Financial Planning Limited, Australian Financial Services Licensee Licence number 234665.



Momentum Financial Planning is one of a select number of businesses that has been awarded Certified Quality Advice Practice status by Charter Financial Planning. This programme sets an industry benchmark for providing high-quality financial advice. The certification is awarded based on industry qualifications, demonstrated best practise business operations and proven success in meeting the financial planning needs of clients.

© Momentum Financial Planning 2010 - 2019 All Rights Reserved :: Website by Giant Media :: ADMIN