Finaplus offers business consulting services to help you identify your needs, guide you towards effective planning and protect your financial situation. We are highly qualified to help you and advise you on the following corporate aspects:
Income protection
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- Disability insurance
- Critical Illness Insurance
- Insurance in the event of death
- Protection during retirement
Operational protection
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- Unit buyback insurance
- Office Overhead Insurance
- Protection of key personnel and replacement of the shareholder as a key person
- Protection and analysis of commercial loans
- Succession planning and investment strategies
- Tax and legal planning
- Group insurance and savings plan Pension
- Analysis and Individual Pension Plan
Estate, transfer of wealth and enterprise
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- Transfer of corporate assets
- Estate protection (tax on death)
- Rebalancing wealth and asset protection
- Tax-efficient transfer of assets
