Jim Gleeson - Financial Planner

"I cannot direct the wind but I can help you to adjust the sails."

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"No advice" Ezicover insurance

Ezicover insurance offers:

A lump sum payment of up to $500,000 on death or terminal illness.
A lump sum payment of up to $150,000 on diagnosis or occurrence of a heart attack, stroke, cancer or coronary artery by-pass surgery.
A monthly payment of up to 75% of your average monthly pre-tax income if you are unable to work due to sickness or injury.
A lump sum payment on accidental infection of HIV (Human Immunodeficiency Virus) or Hepatitis B or Hepatitis C while working in specified occupations.
"Do It Yourself" insurance.

Superannuation

Financial Planning

Personal Insurance

Business Plans

Most businesses start as a 'great idea' and the analysis only happens when things start to go wrong. We can help avoid some of those pitfalls by identifying and discussing the issues before you commence business. The following are a sample (only) of the questions which need to be addressed.

Analysis of Business Type

What is the size of the whole market?
What are the prospects for this market?
How does your company fit within this market?
Who are your competitors?
Who are your customers?
What risks may affect your business?
What are your projections for the company and the market?

Marketing

Have you a sales and distribution strategy?
What is your planned sales force?
What are your strategies for different markets?
What distribution channels are you planning to use?
Do you have a pricing strategy?
What are your advertising, public relations and promotion plans?

Business operations

What are the sources of raw materials?
Who are your suppliers?
Are you going to incorporate?
Do you have a mentor?
Are you using a home office?
Do you need a web site?

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It's your money, let us help you look after it

Superannuation

Jim Gleeson - Financial Planner

"No advice" Ezicover insurance

Business Plans