Grow your business

When you run your own business, a lot rests on your shoulders. Not only do you have to plan for growth but also protect and safeguard what you have already created. Business debts, running costs, employee wages and superannuation, managing customer expectations, dealing with suppliers and other stakeholders, there is a lot that you take care of but a good question to ask yourself is who is taking care of you and your business?  

Common questions to consider

  • What financial planning advice should I seek in regards to my business and why is it important? 
  • What is a business insurance plan and why is it critical to have one in place for my business?
  • What are my obligations relating to superannuation for myself and my employees?
  • In the event that something happens to me how can I make sure my business continues?
  • What is meant by a business succession plan and what can I do to implement one?

How we can help?

  • Provide advice relevant to the financial planning aspects of your business.
  • Conduct a comprehensive review of your business insurance needs and advise on specialised insurances regarding your business and employees.
  • Advise on the superannuation requirements for you and your employees.
  • Recommend suitable superannuation products.
  • Advise on your super obligations for your staff.
  • Advise on how to invest your business profits.
  • Help you set up a  succession plan for your business which is vital especially if your business is a partnership.