1. Tell us about your business.
Batir Wealth is a specialist life insurance advisory firm. We provide advice to business owners centring around income, asset, debt and revenue protection in the event that an owner suffers and major injury or illness. What this provides is certainty around income for their family and removed the strain on the business. We also provide advice around removing debt obligations and protecting equity in events of major trauma, total disability or death.
2. What services do Cornerstone provide for you?
Cornerstone provide bookkeeping, BAS preparation and payroll services.
3. How has your business benefited from outsourcing to Cornerstone?
It allows me to outsource these services and focus on looking after my clients needs better
4. What do you do with the time you have saved because of Cornerstone?
Spend more time with my clients and growing my business.
5. What is the #1 reason people should seek advice from a professional about wealth management strategies?
Receiving appropriate insurance advice is important to help ensure continuity of income and can secure business equity and clear debt in the event a business owner cannot continue in the business for a medium to long tern due to illness or injury.
Many thanks to our client Andrew Crawford for chatting to us about this wealth management business. Visit the Batir Wealth website for more information or to get in touch: Batir Wealth.