While many of our firm’s overall services are dedicated to maximising the value of your business, we also have an offering that seeks to maximise and protect the wealth of the owner.
As a general plan, wealth should be extracted in stages from the business by the owner and then put into appropriate structures that allow the owner to call upon that wealth upon eventual retirement or for other investment opportunities. We have a strong network of financial planners and advisors that can assist us in the development of an overall wealth plan for you and your family.
As part of this service, we also jointly consider your insurance position so that in the event of an unexpected life event, the family’s wealth position is not compromised. These solutions traditionally cover trauma and income protection insurances and include protection on business succession. While our role is not to act as your direct financial advisor (due to the operation of legislation in this area), we can provide technical and strategic advice on:
- Risk management;
- Estate planning;
- Superannuation strategies;
- Retirement planning;
- Business succession; and
- Debt management.
As your advisor, we will act as project managers for your wealth and risk management strategies. Our goal is to combine the skills and knowledge of your chosen financial planner, solicitor and your banker to co-ordinate your finances and taxation structures.