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Protect your family

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Unexpected things happen when you run a business: government regulations change; new competitors muscle in; accidents launch legal action or put key people out of operation.

A successful business can become a struggling one. In an instant.

What can make these bad situations even worse, is if business owners haven’t taken precautions to financially protect themselves and their families.

As part of your overall wealth plan we seek to safeguard you and your family.

 

Protect your family

 

 

Insurance

At the heart of every good protective plan is insurance - but insurance is complicated. There are a multitude of different types of, multiple providers and finding just the right package isn’t easy. That’s why we look after it for you.

 

 

Insurance

TPD, trauma or both?

Don't set and forget

Over easy

Yes, it's personal

TPD, trauma or both?

Life insurance, Total and Permanent Disability (TPD), Trauma, Income Protection? There’s many types and levels of personal insurance and they all have their place. We’ll explain what each is for and help you decide when it’s a good idea and when it’s a waste of money.

Don't set and forget

Once you’ve put in place the right insurance policy you need to make sure it doesn’t become out of date. Insurance policies need to be reviewed after every significant change to your life or business.

Over easy

It’s just as easy to be over-insured as it is to be under-insured and both will hit your hip pocket hard. We want to make sure you have just the right level of insurance for your situation.

Yes, it's personal

What’s right for Bob is not necessarily right for his business. We make sure that your business and personal insurance policies are kept separate and don’t overlap.

 

 

Future proofing

Like everything we do at Fordham, we look long.

When we put in place a plan to protect you and your family, we also think about what you’ll need 20, 30 or 40 years from now. We go into more detail on some of this in the ‘Secure your future’ section, but these things are important whatever age you are.

 

 

Future proofing

Estate planning

If you're not around

Protecting your business

Transition planning

Estate planning

Estate planning includes a Will but goes further to protect what you treasure most in life – your family, your business interests and the causes closest to your heart. We can help protect your legacy with a structured estate plan that covers all the bases.

If you're not around

Who will protect the people you care about? We can help you set up trusts that provide for your family or for charitable causes. Then our Trustee Services can protect and manage your assets in your best interests or on behalf of your beneficiaries.

Protecting your business

For business owners, their business and personal lives are often inextricably linked. That’s why our plan to protect your own personal wealth will be carefully managed in tandem with the plan to protect your business.

Transition planning

It’s important to start thinking, early, about your succession plan for your business. I t’s also important to start thinking about the type of life you’d like after work. You might want to ‘retire’ to a life of leisure or leaving your business could be the start of an exciting new chapter. Whatever you choose, you’ll benefit from long-term thinking.

Richard.vanderMerwe-2_WEB.jpg
Richard van der Merwe
BBus, FCA, FBA, Specialist Accredited Adviser
Senior Partner
03 9611 6066
Contact me
Darren%20Hill.jpg
Darren Hill
FCA, BEc, BA
Partner
02 9229 9602
Contact me
Richard van der Merwe
Richard.vanderMerwe-2_WEB.jpg

Richard van der Merwe

BBus, FCA, FBA, Specialist Accredited Adviser Senior Partner
Phone 03 9611 6066
Bio

Richard commenced with Fordham in 1984 as a graduate and progressed to partner level in 1997. He is a Fellow Chartered Accountant and a Graduate of the Australian Institute of Company Directors. 

As a Specialist Accredited Advisor with Family Business Association, Richard has a deep understanding of family and business dynamics, succession planning and inter-generational wealth planning. Richard brings a unique perspective to family shareholder issues, succession planning, family office and governance. This includes valuations and transactions involving extraction of wealth from complex structures whether it is through succession, management buy-in, trade sale or corporate listing. He has been advising some client family groups for three and four generations.

Richard sits on the Finance Council of the Catholic Archdiocese of Melbourne, it’s Investment Sub Committee and the Priests Retirement Foundation of the Archdiocese. He is Chair of his family’s Private Ancillary Fund, has previously sat on the Clark Rubber Franchising Advisory board and been Deputy Chair of a public offer superannuation fund.

Industry specialisation: Private businesses, their owners and wealthy families

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Darren Hill
Darren%20Hill.jpg

Darren Hill

FCA, BEc, BA Partner
Phone 02 9229 9602
Bio

Darren joined Fordham as Partner in 2016 and leads the enhancement and growth of our taxation and compliance service in Sydney. He has been helping business owners and their families to achieve their business goals and realise their personal dreams since 1987. He started his career with a leading mid-tier Chartered Accounting firm and became a partner in the firm’s Business Advisory division in 2001.

He helps his clients through any business and personal challenges they encounter and has particular expertise in accounting, general business, taxation and compliance services. He also keeps a keen eye on investment property development and the medical, legal, management and consulting industries.

Down to earth, proactive and ever accessible to his clients, Darren is an invaluable asset to Fordham and his clients.

Industry specialisation: Franchising, Transport, Property management and Development, Medical, Legal, Consulting

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