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Owners income protection

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A plan which puts in place measures to minimise risk in the 3 areas of
  • shareholder protection ("buy and sell"), 
  • debt protection, and 
  • key person protection 
might well address the needs of your business, protect your personal assets from business creditors and allow you or your estate to extract value from the business one day if you are no longer able to be there. It does not, however, address your need for personal income. Whilst that is part of your personal protection it is very important, as a business owner, that you don't overlook that aspect. That's why we refer to it here as well. 




We offer a service that is aimed at both your business and personal protection, both your financial and emotional requirements. If you would like help with this, click here to email us or call us on the numbers listed below.

It is a service which recognises that YOU are the most important part of the equation! 
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Momentum FINANCIAL Limited 

38 Harvest Avenue
Orewa
​Auckland, 0931

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Mobile: 021 883 995
Email : malcolm@momentumfinancial.co.nz
Email : genene@momentumfinancial.co.nz
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​Logo Concept : Adrienne Aston

​​The information on this site is of a general nature, does not take into account your financial situation or goals, and is not a personalised adviser service under the Financial Advisers Act 2008. You should seek advice from a financial adviser which takes into account your individual circumstances before you acquire or dispose of a financial product. In the event of any inconsistency or uncertainty, the policy wordings of your chosen provider will always prevail. Furthermore, nothing stated should be taken as providing taxation, accounting or legal advice. You should seek expert advice specific to your individual financial needs, circumstances and objectives before acting on the above. A copy of my disclosure statement is available on request.