(incl. Personal Financial Planning for Business Owners)
We serve as your personal financial adviser and your business financial adviser
For you business we can help with:
- Developing your business financial plan
- Regular Business financial management sessions (Monthly or Quarterly)
- Guidance and ongoing support with managing business finances
- Profit Planning
- Cash Flow & Working Capital Management
- Equity and Debt Capital Management
- Business Debt Management
- Owner remuneration and drawing profits
- Financial and Business Risk Management
- Succession Planning
- Tax Planning
- Business Structure Advice and Planning (Companies, Trusts, Partnerships, etc)
- General Business Guidance
- Coordinating and Liaising with your team of professional advisers (Accounting, Legal, Tax, Banking, Business Consultants, Management Team)
Fees: Hourly Fee based on time spent billed at $400 per hour
For your personal finances we can assist with:
- Developing your personal financial plan
- Budget, Banking, Spending Plan
- Family Home Purchase, Upgrade, Downsize
- Debt management – Home, Personal, and Investment
- Retirement Planning
- Superannuation advice including your fund, contributions, investment strategy, retirement income accounts
- Property Investment – Business premises, Residential/Commercial Property Investments
- Share Investing
- Cash Reserves
- Family Trust
- Private Investment Company
- Tax Planning
- Risk management
- Estate and Succession Planning
Who these services are for: Business Owners, Family Businesses, Building and Trade Businesses, Professional Practices, Small & Medium Businesses, Start-up businesses, Self Employed
Fees: Hourly Fee based on time spent billed at $400 per hour
If you’d like to find out more, Contact Us to discuss how we can help you achieve your financial goals. Or book your first session if you are ready to get started.