Asset Protection Masterclass

Ready to find out how to safeguard your assets and secure your long-term wealth? 

We’re joining forces with Premier South Auckland Lawyers Rice Craig, and our in-house expert financial advisors Simple Advice to deliver a masterclass for anyone interested in protecting and accumulating their wealth. 

Whether you're just starting to build your portfolio or are an established business owner, this insightful session will help you understand how to structure and protect your personal and business assets and wealth effectively.

When: Wednesday 27 November, 4pm (followed by informal drinks and nibbles)

Where: DoubleTree by Hilton Karaka

Cost: $0

During this masterclass we’ll help you understand:

Structuring Your Business and Personal Assets with Robertson Bixley Director Rodney Guy

• o Learn how to set up a robust legal structure for your business and personal assets.
• o Discover how to use entities like companies and trusts to minimise exposure to risk.
• o Understand the advantages of separating personal and business assets to limit liability in case of legal or financial challenges.

Building Out Your Personal Wealth Creation Plan with Robertson Bixley Director Rodney Guy

• o Develop a tailored wealth creation plan that aligns with your financial goals.
• o Understand the importance of setting clear, actionable goals for long-term wealth accumulation.

Trusts – How They Fit into Your Asset Protection Plan with Rice Craig Solicitor Sam Johnston

• o Understand the role of trusts in protecting assets and minimising tax liabilities.
• o Learn how to set up a trust, its benefits, and how it can be part of both personal and business wealth strategies.
• o Explore different types of trusts and when to use them.

Terms of Trade and Personal Guarantees with Rice Craig Solicitor Matt Shirley

• o Understand the legal importance of terms of trade when dealing with clients and suppliers.
• o Learn how personal guarantees work and how to avoid exposing personal assets when providing guarantees.
• o Develop strategies to limit personal liability while still fostering strong business relationships.

Protecting and Insuring Yourself and Your Business Value with Simple Advice Director Matt Thomson

• o Discover how to safeguard your personal and business value through comprehensive insurance policies.
• o Learn the different types of insurance to consider, such as key person insurance, professional indemnity, and public liability insurance.
• o Explore risk management strategies to protect your assets from unforeseen events like litigation, bankruptcy, or economic downturns.

Book your spot now.