Business Protection

Business Protection

Our advisors have a great deal with experience working business owners, those in partnerships and company directors ensuring their business has the correct protection structure in place.

Have you thought about how your business would be affected in the event of a sudden death or serious illness of a director or key personnel?

At Melvin Financial Services, our Qualified Financial Advisers and CERTIFIED FINANCIAL PLANNER™ practitioner team will ensure the most tax efficient protection structure is in place for your business. Having the financial resources available at a time of sudden death of a director or key personnel within the business will allow the servicing director or partner to purchase the shareholding from the estate of the deceased, providing substantial peace of mind towards the continuity of the business.

Areas of business protection we specialise in:
  • Partnership Insurance
  • Company Directors
  • Key Person
Financial Planning

Certified Financial Planner™

Our professionals will be on hand to continually assist you in reviewing your financial plan as you move through life and your financial needs and objectives change.
For Beginners and Experts