Business Owners

(Managing Directors and Owners of Small to Medium sized enterprises)

Wealth Accumulation/Effective Tax Structures/Asset Management

We offer clear and effective advice to business owners to manage and growth their wealth.  

  • Wealth Accumulation - A financial plan to build assets separate to your business
  • Risk Protection - Establish and implement a plan to protection your family home and investments
  • Self Managed Super - Use your super to purchase your business premise
  • Buy/Sell Agreements - Establish a funding mechanism for the purpose of Partnership protection
  • Key Person Protection - Ensuring the right funding mechanisms in protecting key persons in your business 
  • CGT Small Business Asset Sale Exemption - Advice on selling your business and avoiding Capital Gains Tax considerations. 
  • Long Term Tracking - We monitor and review your assets and situation on a regular basis to ensure they are hitting the milestones we need them to hit.