The first step in preparing a great financial plan,
is to get clarity around what’s important to you
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Disclosure Statements

In Business

As a business owner, are you planning effectively?


  • Ensure you have the best structures to optimise your tax position.


  • Invest some of your profits outside your business into other sectors for your own personal planning.

Asset Planning

  • Ensure you have accounted for possible scenarios if something should go wrong.
  • Determine how a family trust might work for you.

Retirement Planning

  • Find out how much you will need for the retirement lifestyle you want
  • Then work out how you can achieve it.
  • Set a balance between lifestyle today and when you stop work.

Exit Strategies

  • If you will eventually sell your business, plan to maximise its value; identify potential purchasers.
  • Think about where to invest the proceeds and how you will spend your time.
In Business