Small Business
Small Business
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Our Service Offering & The Advice Process
From- With over 1.8 million SME’s in Australia it is imperative that business owner’s unique needs are grasped.
- We have been working with small business owners since 1989 becoming an important strategic partner.
- We create certainty for owners around: Business protection and insurance, succession and growth strategies and employee super.
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Business Protection & Insurance
From- Protect yourself and your business against all of the “what ifs” of life.
- We assist you in developing a comprehensive business risk portfolio.
- In the event of a claim we will work with you to ensure the process is handled compassionately, professionally and efficiently.
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Succession & Growth Strategies
From- We are able to provide assistance for you at three key stages of your business:
- Commencement planning
- Strategic planning
- Succession planning
- We are able to provide assistance for you at three key stages of your business:
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Employer Superannuation Advice
From- We are a leading corporate super and staff benefits consultant assisting companies improve their staff financial future.
- We discuss your objectives of the company plan and then tailor a strategy to meet these objectives.
- We provide you with a comprehensive service agreement documenting our services, support and ongoing activity.
- Principal Edge Pty Ltd t/a Principal Edge Financial Services is an Australian Financial Serivice Licensee with an AFS License No. 225 029 -
