Many entrepreneurs invest years of life into their businesses
Our expertise lies in helping you build a solid foundation for your business to maximise the value of your investment.
Some important questions to ask yourself:
- Do I have a business plan in place?
- Is cashflow an issue for me?
- Do I know how to manage debt in the most tax-effective manner?
- Have I considered a plan in case something happens to me and I’m forced to leave the business?
- Am I taking advantage of super opportunities to save tax effectively for retirement?
These questions are just a sample of what we’ll cover as we work with you and your accountant to create a solid plan for your finances.
We’ll take care of your wealth. You focus on running a successful business.
How We Can Help
- Succession planning
- Risk protection
- Partnership agreements
- Buy-sell agreements
- Key person protection
- Superannuation planning and self-managed superannuation funds (SMSFs)