Jeffrey P Whitton & Associates
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Small Business Advice

As a business owner, you have certain financial goals and objectives and every business should have a Will. You may want to protect your Key Personnel, protect the shareholders by establishing an agreement for the smooth transition of shareholding, retire early or establish a family trust. Whatever your goals, you are much more likely to achieve them with the help of professional financial advice.

Our small business insurance solutions review will provide you with the chance to consider the most important questions in respect of your business such as:

  1. What would you do if something happened to you or your business partner?
  2. How would your business survive?
  3. How long can the business continue paying a salary to a non-producing partner?
  4. Who would receive control of your share of the company?
  5. What are your moral obligations to your partner’s or shareholders

Jeffrey P Whitton & Associates can help you set up your business with all of these questions answered. We will provide you with uncomplicated advice to business owners and their employees.

Our Business services include:

  • Business risk strategies
  • Key person insurance
  • Succession planning
  • Buy/sell advice
  • Business expense insurance
  • Superannuation needs for you
Information on this site may be regarded as general advice. That is, your personal objectives, needs or financial situations were not taken into account when preparing this information. Accordingly, you should consider the appropriateness of any general advice we have given you, having regard to your own objectives, financial situation and needs before acting on it. Where the information relates to a particular financial product, you should obtain and consider the relevant product disclosure statement before making any decision to purchase that financial product.

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About Us

We have been in the financial advice industry for 28 years and witnessed many economic and legislative changes, some good and some a disadvantage to the ... Read more

Our Services

Financial planning is more than just the management of your financial investments. It’s making sure that your future lifestyle is as good as it can ... Read more

Our Staff

In addition to myself, my team consists of qualified financial advisers who have been in the industry for over 10 years. We all work collaboratively to ... Read more

Our Location

Nexus Building, Suite 510,
4 Columbia Court
BAULKHAM HILLS, NSW 2153

(02) 8852 5757jeff@jwhitton.com.au

Copyright 2022 Jeffrey P Whitton & Associates Website By The DMA

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Jeffrey Whitton, trading as Jeffrey P. Whitton and Associates
ABN 52 32 5 8 03 545
Authorised Representative No. 253578
Nexus Building, Suite 510, 4 Columbia Court
BAULKHAM HILLS, NSW, 2153

Alliance Wealth Pty Ltd
ABN 93 161 647 007
AFSL 449221
Level 9, 10 Bridge St
Sydney, NSW, 2000