About You

You’re an established business owner with substantial turnover, 20+ employees and a complexity that comes from operating in niche or specialised market. You are looking for business advice you can trust, proactive tax advice, strategies for acquiring business real estate and informed and well-considered guidance so you can build your business and personal wealth.

You have built a sound business, indeed your personal financial success is coupled directly to the future outcomes of your business.

Now more than ever you are looking to the future. You recognise that remaining relevant and continuing to grow will provide the options you need for selling or retiring.

More than an entrepreneur, you’re a business maverick. A visionary building your personal prosperity through creative and unique business endeavours. You are progressive and driven to succeed and want more than a ’one-size-fits-all’ approach to business advice.

Working in a complex, fast paced and pressurised environment, you need your business advisor to ‘manage the details’ such as structures, records or assistance with finance. You want informed advice and confident direction for making the most of your business opportunity and personal wealth.

As you become involved in new business interests or ventures you are looking to extend your network. Through introductions to other trusted professionals such as business bankers, finance brokers, estate planning lawyers or personal insurance specialists, you form a trusted team who will leverage your business performance.

You have spent years running a successful business and your exit into retirement was well-planned. Financially secure, with a portfolio of assets in and outside of super, you want to remain actively involved in managing your wealth and personal interests.

You likely have a self managed super fund or as a savvy investor, with professional support, you want to maintain control of your finances so you can embrace your chosen pursuits in retirement.

Informed and abreast of macro-economic and political influences, you want to be confident that you can make the most of your wealth in retirement. You are looking for genuine advice and financial leadership. You want all your questions answered for clarity and to empower your decision making.

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