I heard many business owners said they have monies but no time, their children are beneficial to their hard earned monies and so on.
If you own or manage a business you may be trying to:
Reduce the workload of employee superannuation
Make your company super more appealing to staff
Safeguard business revenue in case a key employee leaves or an equity partner dies
Plan for and structure a successful ownership transfer or trade sale
Fortunately, finding a practical solution is easier than you think.
Contact me with your questions by email to wisejane7@gmail.com
In partnership with our business specialists, can help you achieve your personal and business goals with:
A comprehensive financial plan designed to achieve your personal financial goals
Personalised share investment advice in conjunction with an investment adviser
Advice on appropriate insurance protection for your business and your lifestyle
Advice in structuring a complete super solution for your business
Our financial planner will help you move from aspiration to outcomes, step by step.
Set goals – your financial objectives for your future needs
Construct a plan – designs an individualised financial plan to suit your exact needs
Implement your financial plan – once you agree, we help you put the plan into action
Stay on course – Using financial research and modelling tools to monitor your investments on a regular basis and propose any necessary adjustments.
Contact me with your questions by email to wisejane7@gmail.com
Think about the effect on your business if you lost one of your partners or key staff members for a lengthy period. Would your business continue functioning normally? What would the effect be if one of your business partners died or became disabled? How would your business cope if that partner’s share of the business was passed on to their dependants?
After gaining a thorough understanding of your business, our specialist will draw up a precise business continually plan designed to protect your business in the event of such upheavals.
Many business owners aspire to being able to retire one day, gracefully bowing out of their business on their own terms.
Whatever way you do it, business succession must be planned and managed well. Aside from potential monetary losses if not handled well, there’s a real emotional cost involved in seeing a healthy business falter.
Contact me with your questions by email to wisejane7@gmail.com
Superannuation is a remarkably tax effective method of building wealth for retirement. Our financial planner can explain the tax advantages of superannuation and show you how making the most of super could help you and your employees, retire with more.
Creating your own superannuation fund, known as a self-managed super fund (SMSF), is a popular alternative these days, particularly for business owners.
It is important to develop a clear investment strategy, select an appropriate mix of investments, sort out insurance needs, receive up-to-date information on market performance, and keep up with new investment opportunities.
Our financial planner can provide detailed advice and assistance with creating and running your SMSF.
Contact me with your questions by email to wisejane7@gmail.com
