Business Financial Planning
Planning for the growth of your business is exciting and challenging, we can help you and engage with the company owner or director on a regular basis. We offer a tailored package to suit all company sizes. This is an advice based service and consistently provides substantial growth based results.
We assist all our clients in planning for the future, growing the business whilst avoiding the pitfalls. Did you know that over 82% of partnership businesses fail on the death of one partner*, simply because they had no accurate financial plan. Business owners face many challenges and can rely solely on their accountants for advice, we work with accountants to provide our clients with tax efficient retirement fund options and wealth management strategies.
If you would like to know more, we would be happy to arrange a consultation and explain in simple terms the benefits of having a financial consultant on your team. Most business owners have ideas, dreams and attainable goals in their minds. We like to see them on paper as this gives all parties a target and accountability.
We offer a consultation with no obligation and no charge to all our clients. Our unique service includes the following.
- First consultation in your place of business (without charge)
- Goal setting and future planning advice
- Recommendation in proposal format
- Professional mentoring advice
Call us today for the best advice: 091 845623