Cotter Financial Services
P: 07 3333 2610   F: 07 3333 2601
  • Home
  • Services
    • Self Managed Super Funds Investments & Strategies >
      • What is a Self Managed Super Fund?
      • Who should have one?
      • Benefits and Advantages
      • How can Cotter Financial Services help with your SMSF?
    • Business Succession
    • Personal Life Insurance and Advice >
      • How much life cover should I have?
      • What types of life cover are available?
      • What types of life insurances will Cotter Financial Services recommend?
    • Redundancy Advice
    • Estate Planning
    • Maximise Centrelink Entitlements
    • Retirement Planning >
      • How much do I need to retire?
      • How can Cotter Financial Services help? >
        • When can I start an account based pension?
    • Aged Care Preparation Advice
    • Portfolio Management >
      • How do I know which investments are right for me?
      • How much risk should I take?
      • What sort of investments will Cotter Financial Services recommend?
  • About Us
    • Who are Fortnum? >
      • Fortnum Financial Advisors - Brochure
      • Charter of Independence
    • The Team
    • In the Media
  • Helpful Info
    • Blog
    • Account Access
    • Forms
    • Newsletters
  • Contact Us
  • Locate Us
  • Cotter Services

Testimonial...

Consider your situation
I own and operate a medium-sized online manufacturing business along with one business partner. While my partner takes care of marketing, I provide the professional knowledge of the products we sell. Without my expertise, the business would soon fold.
 My wife and I have two children and, after purchasing our family home last year, I knew we had reached a point where we needed to protect our family in the event that something should happen to me, and ultimately the business.
At first I thought that insurance and estate planning were optional and I was looking for someone to talk to. I was referred to Dobbrick Financial Services by a friend and have been very happy with their service. They were happy to discuss alternatives and to offer suggestions regarding our situation.
Plan for the worst
After my first meeting with Ryan, I was certain that we needed a business succession plan as soon as possible. The way my business is set up and runs, if I were to become permanently incapacitated or if I were to pass away, it would be a very stressful situation for both my business partner and my family. It would necessarily result in a fire sale-type arrangement, which would also be very costly for all involved. There is no possibility that my business would have survived if something were to happen to me, and I hate to think where that would leave my family.
Implementing the business succession plan was easy. After a few face-to-face meetings, all of the work was handled by DFS.
Find someone you can trust
If you are a business owner, you should consider business succession planning, or at least talk to someone about your options. I would definitely refer DFS to family and friends to guide them through this process.

Online manufacturer – Brisbane, Queensland

Read more about business succession planning under Additional Services.
Imagine a sense of control and security with your finances in order

Picture
Cotter Financial Services is a partnership between Cotter Services Pty Ltd ATF Cotter Family Trust & DFS (Ipswich) Pty Ltd
ABN: 79 508 591 058