Key Person Insurance

Protecting the key personnel in your business. A ‘key person’ is someone who’s continued association with a business provides that business with a significant and direct economic gain. Economic gain means more than just profits.  It can, amongst other things, …

Read more

Buy/Sell Insurance

Future-proof your business with a buy/sell agreement. A buy-sell agreement involves the business owners entering into a written agreement to plan what they are to do with their respective interests in the business should any one of the owners die, …

Read more

Retirement Planning

The key to a successful retirement is careful planning. Retirement means many different things to different people. For some, it could mean spending more time with family, friends or travelling. While for others, it could mean pursuing a neglected passion, …

Read more

Superannuation

Making your superannuation savings work for you. While it may not seem like it yet, your superannuation savings or ‘super’ as it is more commonly called, is likely to be your greatest asset (aside from the family home) as you …

Read more

Investment Advice

For investors that value expert advice. Despite the often-volatile nature of investment markets, investing remains one of the most effective ways to grow your wealth over the long term. Too many people make poor investment choices based on poor advice, …

Read more

Succession Planning

When you’re ready to move on from your business we’re here to help. Succession Planning involves establishing a strategic business plan for your business that allows you to outline your business and personal goals.  These goals relate directly to your …

Read more

Privacy Policy

Harbourside WM Group Pty Ltd – Privacy Statement Our website address is: https://harboursidewm.com.au Protecting our clients’ privacy is very important to us. The Privacy Act requires that we handle your personal information in accordance with a set of national principles, …

Read more