Sherlock Wealth’s services extend to corporations and their employees.

We can provide solutions that may help to protect your business in the event of the death or disablement of a key employee through insurance protection to keep the business viable during these times.

Our share purchase and partnership insurance solutions can be vital for all businesses. They help with the timely and tax effective transfer of a deceased or disabled business owner’s share in a business to their beneficiaries or business partners. This also enables the surviving business owner to maintain control of the business.

Employers can offer valuable benefits to their staff and differentiate themselves from their competitors through the provision of group life and group salary continuance insurance. Should a valued employee suffer a sickness or accident that prevents them from working, a group salary continuance policy can replace up to 75 percent of their income through to retirement age.

The government obliges employers to pay superannuation on behalf of their employees. As a result, companies often have to negotiate complex superannuation laws, which is time consuming, confusing and non-productive. Sherlock Wealth can establish appropriate default superannuation arrangements for your business and educate your staff on the fund features and the options available to them within it.

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At Sherlock Wealth we’re here for the long haul. In many cases over the years providing quality advice to generations of families who have come to trust and rely on us.

Reg Sherlock

We’ll prove to you that it isn’t how much money you earn that really counts, but how you manage it that will ensure you achieve and maintain the lifestyle you want.

Andrew Sherlock

Over the years we have come to rely on Sherlock Wealth to take care of all our financial affairs and to see Andrew as our principal trusted adviser. Sherlock Wealth not only provide us with a track to run on through the provision of a complete financial plan but they also ensure we meet our financial and lifestyle goals through regular cashflow modelling. In addition when I suffered a serious cycling accident, the comprehensive suite of insurances recommended by Sherlock Wealth were realised. We were able to have specific injuries and trauma benefits paid on top of a regular monthly income protection payment. This was invaluable during a period in my life when I was unable to work yet still had a family to support.

Dr Bruce Walker

I have been a client of Sherlock Wealth’s for more than 20 years. During that time their good advice and strategic planning have enabled my investments to ride the economic cycles for a great outcome. With guidance from Sherlock Wealth my superannuation portfolio has continued to comfortably provide the level of income I need and has even grown over the years despite my regular withdrawals.

Kay Barnes

Over the years I have seen the way Reg and Andrew change peoples lives.

Krystal Daniels

We have been clients of Sherlock for almost 20 years. During this time we have enjoyed a proactive, engaged association with the firm - always confident that our needs were front of mind and completely certain that should any form of claim ever arise it would be attended to expediently and without fuss. Impressively, as our circumstances changed they were anticipated by Sherlock Wealth and over time, even as our cover and risk profile increased, our premiums actually reduced. We cannot recommend Sherlock Wealth too highly.

Guy Bicknell and Jane Tribe

I have been a client of the Sherlocks for over 30 years. In recent years I set up my own self-managed superfund with Andrew’s valuable assistance, and the sound advice I have received from Andrew in relation to building wealth through my self-managed superfund has led to its significant growth over the years. Andrew is always available to discuss and analyse the various changes in my situation as well as the constantly changing market, andassist in implementing strategies to deal with such changes as they arise. He is always there to deal with my technical queries about how I can use the SMSF for the benefit of myself and my family. Additionally, without Andrew’s detailed knowledge of my insurance arrangements, I wouldn’t have known I had a right to claim when I became ill. Not only had they recommended the right insurances for me, but also recognised my right (and then assisted) to make a claim which I didn’t know I had. The payment I received from the claim has been life changing.

Mark Worrall – Managing Director, FleetCo Holdings