Empowering Financial Independence
SME & Corporates
Home Page » SME & Corporates

WealthMarc offers business owners a comprehensive range of solutions tailored to their corporate needs.

We can analyse the insurance needs of your business and develop strategies to protect against identified risks whether it be from an estate planning or succession planning perspective.

We can also assist in the arrangement or review of your business corporate super benefits structure. We will assess your corporate super fund against a range of criteria to ensure it is in line with best market practice and meets your needs.

Our specialist advisors assist in reviewing and administering employer superannuation funds, group insurances and other corporate benefits arrangements.

The benefits of our corporate super offering to business owners include:

  • A suite of services to help employers stay on top of the constantly evolving compliance requirements such as Choice of Fund or policy committees.
  • A comprehensive education program conducted for members
  • Assist with day-to-day enquiries and administration at both the employer and member level.
  • Assessment and recommendations in relation to group life, total and permanent disability (TPD) and salary continuance insurance through the corporate superannuation.

Our risk and advisory service offering extends to employees and directors of corporations. As a client your employees and the directors receive access to the full suite of services available from our advisers. This includes providing advice on:

  • Superannuation and insurance for employees
  • Executive advisory service for your key executives and high performing employees
  • Risk Management for organisations, their directors and employees
  • Home loans
  • Financial planning  including managing their super portfolios

If you would like to discuss or find out more about WealthMarc's offering to small to medium businesses please contact us directly on (02) 9880 8942 or email info@wealthmarc.com.au

Meet With Us

  • First Name (required)
  • Your Phone Number (required)
  • Your Email (required)
  • Your Message
  • Preferred Meeting Date
  • Captcha Code
  • CAPTCHA
  • Type the letters/numbers you see above.