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.