Business Owners
and Professionals

Many business owners, when asked if they are risk takers when talking about investment, will invariably say “no”! That is fascinating, when you consider that in reality, the courage to go into and remain in a business generally entails taking a great deal of risk!

We recognise the frustrations and joys of being a small business owner. We appreciate the effort that has gone into accumulating any surplus that can be directed towards asset accumulation.

In addition, when assisting our business clients, it is vital that we maintain a respectful and informed relationship with their business advisers, such as accountants and solicitors, to ensure advice and strategies are not in conflict with other areas of planning.

We offer business owners and professionals access to an extensive range of wealth management strategies and tools, including:

  • Creation of flexible plans for non-business accumulation, taking into account business risks, business debt and cash flows and time constraints.
  • Ensure compliance with personal superannuation obligations
  • Liaison with other business advisers to determine appropriate investment structures
  • Strategies to alleviate business risk, including key person, business succession, income protection.

Case Studies

Making retirement their business

Switched-on importers leverage professional advice to minimise risk and transition to a well-earned, comfortable retirement.

SMSF? Great Idea!!

Alex and Bronwyn, business owners in their early 40’s, wanted to explore if a SMSF would be a good vehicle for their situation.

I want the highest return

Paul and Laura approached us for advice regarding an industry fund that was showing outstanding returns and being lavished with praise in the media.

It is always a pleasure to transact business in an atmosphere of trust and friendship, which has been the case with our dealings with your company over many years.

Anonymous client survey feedback.