Business solutions

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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.
  • Advise on insurances specific to the business needs.

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