Wealth creation starts by protecting yourself, your family and your business

Protecting yourself, your family and your business is the cornerstone of any wealth creation strategy.

Asset Protection involves the structuring of your personal, family and business affairs to minimise your risk exposure whilst providing a platform to build your wealth.

We believe all clients should have an Asset Protection program in place.

The objective of Asset Protection is to provide you with greater control over your Assets (Personal, Family and Business) allowing for more controlled outcomes in times of dispute or financial distress. A well-structured Asset Protection program gives you the peace of mind knowing you have control, leverage and a ‘seat at the table’ should anything go wrong in the future.

Asset Protection benefits individuals, by ensuring your assets pass to the intended people in the right structures through estate planning. Specifically for business owners, we provide greater certainty and security through:

  • reviewing your personal guarantee exposure
  • providing certainty for your family in the event of death or incapacity of you or your business partner
  • ensuring your assets pass to the intended people in the right structures through business succession planning
Act now to protect your future

We believe all clients should have an Asset Protection program in place.

Asset Protection begins with you and your family unit, and encompasses the following:

Personal Issues

  • Cash Flow Strategies
  • Personal Guarantees
  • Asset Diversification Strategies
  • Retirement Strategies
  • Investment Structures

Family Issues

  • Charges or Security over the Family Home
  • Wills and Estate Planning Issues
  • Retirement Strategies
  • Family Structuring

Business Issues

  • Charges over Company Assets
  • Business Risk exposure
  • Business Structuring
  • Asset Exposure and Guarantee Issues
  • Personal Property Securities Act Issues (PPSA)
  • Buy Sell Agreements/ Shareholders Agreements
  • Business Succession Planning

Address your Asset Protection program now, not when it’s too late

Providing a complete service

To correctly implement the appropriate Asset Protection plan for each client, legal documentation will be required. As part of delivering clients a completely integrated Asset Protection and Legal Service, Prime has developed our own in-house Legal Service, incorporating;

  • General Security Agreements or Debentures (in the old terminology)
  • Loan Agreements
  • Shareholder Agreements
  • Buy / Sell Agreements for Business Owners
  • Wills & Estate Planning

The benefit is that we can now address all Asset Protection Issues In-house for our clients. If you would like to know more about this service, simply click here to contact the team today.

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VICTORIA

Level 17, Como Office Towers
644 Chapel Street
PO Box 6105
South Yarra, VIC 3141
T: 1800 064 959

NSW

Level 17,
9 Castlereagh Street
Sydney, NSW 2000
T: 1800 988 141

QLD

Suite 2, First Floor
280-286 Sheridan Street
Cairns, QLD 4870
T: 1800 796 096

WA

Unit 16, First Floor
100 Railway Road (Cnr Hay St)
Subiaco, WA 6904
T: 1800 785 855