Wealth Protection | Roberts Accountants and Business Consultants
+61 7 3012 6672

Insurance allows businesses who are serious about being in business to both protect their risk and also take additional risk that they would not be able to do without having appropriate insurance in place. Insurance policies are legal contracts that are probably the most important business contracts that an individual or business will enter into.

We work hand in hand with our specialised team of lawyers and insurance advisors to ensure that your business and personal insurance, retirement and estate plans are executed with the very best advice in the following areas.

Additional commercial insurance claim support
Accountants commercial insurance assessment revised claim reports

At times we have had clients advise that their assessed commercial claim offer was unrealistic and have requested our office prepare a professional accountants report supporting a revised claim amount. Our reports have resulted in clients receiving up to 300% increase in their claim offer, with our professional costs for the report included in the revised claim, resulting in no further out of pocket expenses to our client. 

STRATEGIC PLANNING

ACCOUNTING & TAX CONSULTING

LEGAL

EXTERNAL CFO SUPPORT

RETIREMENT PLANNING

WEALTH PROTECTION

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