BROKERAGE SERVICES

Brokerage Services

Insurance decisions can have long term financial consequences. Yet they are often made without full visibility of how they interact with tax, cash flow, business structure and succession planning.

JR Corporate partners with CoPilot for brokerage services. CoPilot provides specialist insurance advice and product recommendations. JR Corporate provides the accounting and financial structuring expertise that sits alongside those brokerage arrangements.

This collaboration ensures clients receive both expert brokerage advice and clear insight into the financial implications of those decisions.

Our focus is not on selling insurance products. Our role is to assess how insurance decisions affect your broader financial position. That includes reviewing how premiums are treated, understanding tax outcomes linked to different types of cover, and assessing how insurance fits within existing entities and ownership structures.

For business owners, this may include:
• Income protection structuring
• Key person insurance
• Buy sell funding arrangements
• Risk planning aligned to succession and business continuity

For individuals, it may involve:
• Personal protection strategies
• Long term planning considerations
• Cash flow implications
• Tax treatment of different policy types

By working alongside CoPilot and other advisers where appropriate, we ensure financial impacts are clearly understood and appropriately structured. The brokerage advice and the accounting advice are aligned rather than operating in isolation.

The result is a coordinated approach. Insurance decisions are not just compliant or well priced, but financially coherent within your wider strategy.

If you would like clearer insight into how insurance and brokerage decisions affect your financial position, we welcome a conversation.

TESTIMONIALS

Finally, I can focus on my clients without worrying about the books. Madeline’s team makes it simple and stress-free.

Madeline has completely taken the stress out of managing my books. Everything is always up to date, BAS is lodged on time, and I finally have a clear picture of where my business stands. She’s efficient, reliable, and explains everything in plain English—highly recommend.

Before working with Madeline, I was drowning in receipts and spreadsheets. Now, I have more time to focus on my clients and the confidence that my finances are handled properly. She’s been a game-changer for my business.

Madeline isn’t just a bookkeeper—she’s a partner in my business. Her reports and advice have helped me make more informed financial decisions and plan for future growth. I can’t imagine running my business without her support.

Looking for brokerage services?

Let’s keep your business organised, compliant, and stress-free.