Protection Connection
Financial Services - , ,
Protection Connection Employees
Edward Samuel
Unlicensed Voluntary Insurance Benefits Assistant and Adult Day Care Annuity
Protection Connection Details
Protection Connection provides specialist wealth creation, asset management & protection strategies for family owned & operated businesses. We partner with family businesses to assist business owners, their families & employees achieve financial independence. Our specialties: * Financial goal setting and wealth trajectory mapping, * Revenue diversification strategies, * Retirement goals, family succession planning and key person exit strategies, * Investment solutions, including both Corporate and Self Managed Superannuation, * Business risk management and family protection advice, * Estate preparation, preservation and multi-generational wealth transfer, * Strategic facilitation, implementation and strategy progress management solutions.
