Asset & Risk Protection

Protect your business and loved ones by safeguarding yourself with a comprehensive insurance policy tailored to fit you and your family.

Agilis Chartered Accountants owner-operator Jay looking at Business Succession Planning strategies

What Is Risk Protection?

Asset and risk protection is an essential asset for any individual or business owner. Not only does it protect your most treasured possessions, it helps to create stability and security in the unfortunate event of legal action being taken against you or your business.

Put simply, risk protection It allows you to focus on growing your wealth, knowing that you are protected if anything goes wrong.

Asset protection strategies must be considered during estate planning and wealth portfolio management to provide extra assurance that your most prized assets will be secured even in the event of a change in circumstance.

Agilis CA offers a range of customisable trust options to give individuals and businesses greater peace of mind with their asset protection arrangement.

Risk Assessment & Analysis

Asset Structuring & Planning

Insurance Evaluation & Coordination

Compliance & Ongoing Monitoring

Protect Your Business & Personal Assets with Agilis

Agilis provides comprehensive asset protection services in Brisbane to ensure that your hard-earned assets are secure and well-protected. Our team of experts will assess the risks associated with your business and personal assets, and create a tailored plan to ensure that these are safeguarded in the event of any legal action taken against you or your business. 

In addition, our asset structuring and planning services provide extra assurance that your most valued possessions will remain secure even in the event of a change in circumstance.

We also offer insurance evaluation and coordination, as well as compliance and ongoing monitoring, to make sure that you have complete peace of mind when it comes to protecting your business and loved ones. With Agilis, you can rest assured knowing that your assets are safe.

Agilis Chartered Accountants owner-operator Jay looking at Business Succession Planning strategies

Risk Protection Solutions for Personal Assets

We understand that safeguarding your personal assets is just as important as protecting your business and loved ones. We offer a range of asset protection solutions tailored to the individual, including trust structures and other legal instruments.

Our team of experts will assess the risks associated with your personal assets and create a plan to ensure that these are secure. In addition, our insurance evaluation and coordination services will help you find the right policies for your needs, while our compliance and ongoing monitoring services help to make sure that you remain in compliance with any applicable regulations.

With Agilis, you can rest assured knowing that your personal assets are safe, secure and well-protected.

A accountant in Brisbane working on a computer

What our
customers say

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Secure Your Business For The Future With Expert Risk Assessments

Our team understands the significance of safeguarding your business assets, considering them just as vital as your personal ones. Our team of experts specialises in assessing the risks associated with your business assets and devising customised plans to ensure their protection in the face of any legal challenges. We go the extra mile by offering asset structuring and planning services, guaranteeing the security of your most valued possessions, even amidst changing circumstances.


Jay, a accountant at Agilis Office offering Business Succession Planning services

Professional Asset Protection Services for Peace of Mind

By leveraging the expertise and experience of an accountant at Agilis, you gain peace of mind knowing that your assets are professionally protected, allowing you to focus on your business and personal pursuits with confidence.

Expertise & Professional Guidance

Our accountants specialising in asset protection have in-depth knowledge of legal and financial strategies to safeguard your assets. They can assess your specific situation, identify potential risks, and offer tailored solutions to protect your assets effectively.

Customised Asset Protection Plans

Our team can create personalised asset protection plans based on your unique circumstances and goals. They take into account factors such as your business structure, liabilities, insurance coverage, and legal requirements to design a comprehensive strategy that aligns with your specific needs.

Mitigation of Legal & Financial Risks

Asset protection requires a thorough understanding of legal and financial intricacies. Agilis are well-versed in this area can help minimise potential risks by implementing appropriate legal structures, insurance coverage, and compliance strategies.

Ongoing Monitoring & Adaption

Asset protection is not a one-time effort but an ongoing process. Our team provide continuous monitoring of your financial situation and regulatory changes to ensure your asset protection plan remains relevant and effective.

Safeguard Your Wealth & Assets with Confidence

By implementing robust financial strategies and utilising expert guidance and risk assessment, you can safeguard your wealth with confidence, ensuring its preservation and growth for the future.

Self-Managed Super Fund SMSF accountant working at a computer

Risk Assessment & Analysis

Our dedicated team of accountants specialises in providing asset protection services, utilising their expertise to perform a comprehensive evaluation and analysis of your financial circumstances. They meticulously identify any potential risks and vulnerabilities that may pose a threat to your assets, including legal liabilities, creditor claims, and business risks. By availing of this service, you gain invaluable insights into the specific threats you encounter, which serves as a solid groundwork for formulating a robust and efficient asset protection plan.

ASIC corporate secretarial services from Agilis

Asset Structuring & Planning

Our expertise lies in assisting you with the careful structuring and planning of your assets, aimed at minimising their vulnerability to risks. Our knowledgeable team will offer recommendations on suitable legal frameworks, such as trusts or corporations, which effectively safeguard your assets from potential threats. Additionally, we provide assistance in strategically organising your assets, ensuring they are appropriately titled and held in accordance with all relevant legal obligations.

Self-Managed Super Fund SMSF Accountant wearing a black blaser

Insurance Evaluation & Coordination

Our team of accountants conducts a thorough assessment of your current insurance coverage, meticulously identifying any gaps or inadequacies that may exist. We also offer valuable recommendations for additional insurance policies or necessary adjustments to your existing coverage, aiming to provide you with comprehensive protection against potential risks. Additionally, our experts take charge of coordinating with insurance providers on your behalf, ensuring that the appropriate policies are put in place to safeguard your assets effectively. With this service, you can rest assured that your assets are adequately protected in the face of unforeseen events or liabilities.

Book a Session

Our experienced team are eager to provide you with the guidance needed to unlock your financial potential. Put yourself on a path towards success by getting in touch today.
Office Hours

Monday – Friday 

Saturday & Sunday

9:00am – 5:00pm