Kathleen Lewis Email & Phone Number

Are you a business owner with debt?Market research shows that if you are in business with four partners there is a 77% chance of a business partner dying or becoming totally and permanently disabled before the age of 65. (Business now fails). Why do SME businesses spend little or no investment on insuring the owner?1) Perception it is expensive2) Lack of knowledge and too much time needed to investigate3) Don’t know how to fix the problemImagine you had a plan in place where all business partners knew and understood your exit strategy – through suffering an insurance event. That at a time of loss and possible chaos – that there was a process already in place to provide peace of mind to your family and an orderly transition out of the business and ensure the business continues profitably.I am a specialist in this area with 15 years’ experience in the Financial industry. I project manage this process whilst maintaining your individual privacy. I bring in the legal expertise required to manage the Succession Contracts.It is so rewarding when I can help me clients go from confusion to having a document progression plan in place.To learn more, please contact me at kath.lewis@arkfp.com.au or call me on 0448 275 371.

Listed skills include Strategic Financial Planning, Investments, Finance, Insurance, and 17 others.