Asset & Risk Protection

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

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.

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.

What our
customers say

Agilis clients around the globe are enjoying extraordinary experiences, and you can join them! Hear or read some of their stories to see why they chose us.

I have never had my tax return completed by tax professionals in the past, as I had always done it myself. However since using Agilis CA, I am very pleased with my experience and result. I will definitely be using their services going forward!

Thankyou for your professional and timely response to my tax return. Vidya is very good to deal with and was able to respond to my questions in a prompt and professional manner. Highly recommended.

Vidya has been an absolute pleasure to deal with. In my opinion Vidya’s likeable personality combined with her knowledge and professionalism make her the best all round accountant in the country

Highly recommend Agilis! Debbie has been taking care of us for well over a decade. She is thorough, professional and always has all the answers. On top of all that, she’s genuinely a great person to deal with. She takes all the stress out of doing our tax, and I don’t know what we’d do without her. Thanks, Debbie! Thanks, Agilis!

No fuss, every year with my tax return. Can do everything using email, makes it easy for me being retired and preferring to not have to travel. Recommend them, always friendly and efficient.

Every year I'm really pleased with my tax return experience and appreciate the great service the team provides. 2022 was no exception, thanks Vidya!

I have used Agilis for over 5 years and they are fantastic to deal with. Tax returns prepared promptly and professional

Fantastic service, Sue really took the time to explain things clearly. We feel much more confident to get started, 5 starts I would recommended their services.

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.

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.

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