Business Owners

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As a small business owner ourselves, we understand that you often have more complex financial affairs as business and personal matters cross over.

Our financial advice strives to help you to make the most of the financial opportunities your business brings and to protect your livelihood. We work with you to put your financial affairs in order. We do this through meaningful discussions that aim to develop a strong understanding your current situation, future goals and objectives.

Our financial advisers are experienced and qualified to help you to implement strategies for your personal and business protection. We offer advice on investments, superannuation and self-managed super funds (SMSF), estate planning and succession planning.

We offer a full range of business financial planning services including cash flow management and establishment of structures and entities for asset protection and tax effectiveness, through our partnership with the Miller Accounting Group.

An accident or illness could have devastating effects on your business and your ability to earn an income. Our risk management strategies are based on assessing your needs to provide appropriate and value for money insurance coverage for you and your business. We can assist you with:

  • Income Protection Insurance;
  • Life Insurance;
  • Trauma Insurance;
  • Total and Permanent Disability Insurance (TPD);
  • Key Man Insurance; and
  • Buy-sell agreements.

We are a one-stop shop for financial and risk management planning for busy small business owners. By collaborating with other professionals who contribute to your financial life, such as accountants, lawyers and mortgage brokers, we are able to offer integrated and comprehensive financial plans which offer greater benefits for our clients.