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Business Solutions

We help by advising on financial planning, superannuation requirements, and succession planning for your business.

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Businesses don’t plan to fail; they fail to plan.

Becoming your own boss is an exciting journey, but it pays to plan ahead to make sure it’s a success. We can help you get there.


Common questions to consider

  • What do I need to think about when starting a new business?
  • What is a small business financial plan?
  • Where should I go to seek advice?
  • Should I insure my business?
  • What are my obligations if I take on employees?
  • What about super for myself?
  • How do I make sure my business will continue without me?
  • What tax concessions apply if I choose to exit my business?


How can a planner help?

  • Advise on the financial planning aspects of your business plan
  • Review, advise and organise the specialised insurances you need to protect your business and your employees
  • Advise the superannuation requirements for you and your employees
  • Recommend superannuation funds or managing a self managed superannuation fund
  • Explain your super obligations for staff
  • Advise about investing your business profits
  • Advise on succession planning for your business

What to do next

If you need help taking the next step, contact us today.

This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.