Asset Protection Review

Don’t HOPE your assets are protected, KNOW with the help of PCR’s asset protection services

Your assets are extremely valuable, which is why you need to watch over them like a dragon does its gold. Preparing for the worst is planning for success, which is why the PCR team take the time to delve deeper into your business to make sure no stone is left unturned and to ensure you’re not leaving your business exposed.

One thing that business owners must ask themselves is ‘what happens if something happens to the business or me?’ That is where an asset protection review comes in.

—— Protect what’s important

You’ve worked hard to
get to where you are and
defending that is essential.

If you own a business, you know there are risks, but instances such as litigation are becoming more common.

The legalities of it all can be a minefield and it’s easy to be caught unawares if you don’t regularly review your policies.

As your business grows, so too does the risk and coverage needs.

Your assets are extremely valuable, which is why you need to watch over them like a dragon does its gold.

Preparing for the worst is planning for success, which is why the PCR team take the time to delve deeper into your business to make sure no stone is left unturned and to ensure you’re not leaving your business exposed.
One thing that business owners must ask themselves is ‘what happens if something happens to the business or me?’ That is where an asset protection review comes in.

FAQ's

Asset protection reviews can help you adopt measures to protect your family and business and are designed to help you fortify your financial well-being. Unfortunately, many business owners don’t have asset protection measures in place as well as they should.

Now. A review should be undertaken annually to ensure they stay relevant and up-to-date as your business grows. If you are concerned about this at all or haven’t done one recently, the time to act is now. The sooner you get onto this, the better position you will be in should something happen.

Our business asset protection services help you identify your assets and which ones may be at risk if something happens. By knowing what assets are at risk, we can then implement effective asset protection strategies to improve this position and future-proof them. 

  • Assess agreements, investments, super, trusts and funding mechanisms.
  • Confirm emergency management plans and policies are in place.
  • Understand the future ambitions and goals of yourself and your business.
  • Ensure appropriate insurance coverage is applied to all assets.
  • Arrange and action legal documents should they be required.
  • Devise appropriate strategies to maintain the health and safety of your assets. 

Have you recently examined your asset protection measures to assess if they are current, accurate and relevant? If not, don’t delay, now is the time to do so!

In the event of legal action, a defamation claim for example, you could be forced to settle on tough terms if you’re caught without an asset protection strategy in place. But crises like this CAN be averted with appropriate trust structures and equity protection plans.

Why our asset protection planning is different:

 We are an honest, no nonsense advisory and coaching team who tell it like it is.

We help you identify and minimise risks associated with your business structure and operations.

 We create a strategy to ensure your assets remain protected as your business grows.

Business lawsuits, family disputes and financial setbacks can be avoided, so don’t let your business suffer. Begin your asset protection planning today, so you can feel in control and confident moving into the future.

Simply get in touch with PCR Accounting & Advisory today and ask us how we can protect your assets and take your business to the next level.

Take your first step towards
financial freedom

Call 03 9847 7516

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    PHONE:

    Melbourne: 03 9847 7516

    Morwell: 03 5134 1778

     

    ADDRESS:

    Suite 98, Level 27/101 Collins St, Melbourne VIC 3000

    26 Buckley Street, Morwell Vic 3840

     

    EMAIL:

    hello@pcr.accountants