Lance is a CERTIFIED FINANCIAL PLANNER™ practitioner; Self Managed Superannuation Fund (SMSF) Accredited, an ASX Accredited Listed Products Adviser and a Fellow of Finsia – The Financial Services Institute of Australasia.
Self Managed Superannuation Fund (SMSF) and Business Succession insurance.
Business Succession insurance - a zero commission strategy to ensure that proprietors can extract their value from their business in the event of Death, Disablement or a major Trauma. The funding is provided via insurance, and the transfer mechanism via a Buy/Sell agreement.
Personal insurance for small business owners.
Claims management service provided to all clients.