"BASTION WEALTH..BUILDING CERTAINTY FOR AN UNCERTAIN WORLD"
Feel free to call us: (03) 9480 2932

Business Financial Services

Our team at Bastion Wealth has a broad and diverse range of skills in financial planning and is positioned to offer advice in many areas of need.

Our team at Bastion Wealth has a broad and diverse range of skills in financial planning and is positioned to offer advice in many areas of need. Key strengths of the Bastion Wealth advice offering for individuals in business are:

Capital Gains Tax Planning and small business rollover concessions

Superannuation

Retirement Planning

Shareholder Insurance (what happens to your company if an equity owner dies?)

Business Succession (who will buy your business?)

Keyperson Insurance (who will generate income if a key person dies or becomes totally and permanently disabled?)

Estate Planning (appropriate asset distribution on death)

Buy/Sell Agreements (what happens to your business if a business partner dies or is disabled?)

Business Debt Redemption (have you signed any personal guarantees for your business?)

Contact Us (03) 9480 2932