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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I have been a client of Sherlock Wealth for almost 50 years. The sound advice I have received from Andrew in relation to building wealth through my self-managed superfund (SMSF) has led to its significant growth during that time. Andrew is always available to discuss and analyse the various changes in my situation as well as the constantly changing market. He also assists in implementing strategies to deal with such changes as they arise and he is there to deal with my technical queries about how I can use the SMSF for the benefit of myself and my family.

Mark Worrall

“We wanted to express our enormous thanks to you and your team. First of all for your sage advice in terms of the policies we have taken out, and then of course for the way you’ve managed the claim process for us to shield us from having to deal with it directly. It’s quite a sum and as a result, we can pay off our mortgage, and completely shoulders the burden of the tests, consultations, and other expenses we face going forward.”

Trauma Claim

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

Since becoming a Sherlock Wealth client, my wife Jacinta and I have never felt more in control of our financial wellbeing and secure in the knowledge that if we implement the advice Sherlock Wealth provides us, we can live a life of our choosing. I also wanted to say how proud we feel about your client service ethics and your commitment to the growth and development of the business.

Rob and Jacinta Jones

We truly value the advice and care that Andrew and the team at Sherlock Wealth provide with regard to our financial planning and insurance needs. Andrew is the person we turn to when important life events take place and always helps us to make smart decisions in managing our finances and achieving what’s important for our family.

Rachel and Brett Lunn

One of the things I really valued was going through things step by step. Andrew has a very calming and reassuring ambience about him which creates that trusted adviser, that safe space.

Jo Masters

All of the ‘unknowns’ have been taken away and all of our ‘uncertainty’ has been removed. We now have a clear vision, direction and roadmap with options for getting us to where we want to be.

Thomas Staunton

You are what I call “good people”, it shows in your business, your clients, and I feel very lucky to be working with you.

Fiona Dimos