Author: zoe

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When Insurance Cover Unearths Unexpected ‘Value-add’

What was their situation when we met? We recommended and implemented Buy Sell cover which allows the selling of a portion of the business to the remaining partners whilst taking care of the spouse in the case of death. In addition to this, we recommended a Key Person policy that in the event of Death, […]

CONTINUE READING When Insurance Cover Unearths Unexpected ‘Value-add’ 1 min read
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Business Succession – Software Business with Multiple Partners

What was their situation when we met? A successful software business had an issue with regards to their Buy Sell cover and agreements that they wanted to review. We reviewed the insurance of the four business owners and ascertained that the insurance was largely correct, but they had not had any agreement to title together, […]

CONTINUE READING Business Succession – Software Business with Multiple Partners 5 min read
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Personal Insurance & Wealth client that claimed on Trauma and Income Protection

What was their situation when we met? We were referred a medical client by their accountant and asked to assist with personal insurance and wealth planning, particularly superannuation, equity, and property investments. As part of our ongoing reviews with the client, we were made aware that they were entering a partnership and they were open […]

CONTINUE READING Personal Insurance & Wealth client that claimed on Trauma and Income Protection 4 min read
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Meet Cameron

What was his Current Situation? Cameron and Christie came to Trumpet after being referred by one of our referral partners.  As a medical professional Cameron running his own practice Cameron was finding it difficult to make time to have his outdated cover reviewed.  Cameron made the time and is very thankful that he did. How […]

CONTINUE READING Meet Cameron 1 min read