Business Owners

Financial Guidance When You Need It

Frost Financial Planning has a long and proud history of working with local business owners. We really like working with business owners. And we don’t mind what sort of business you are operating – the chances are, we can help you.

Because we work with business owners, we know what you want and value in a professional relationship. You expect us to be efficient, responsive and proactive. You expect us to understand different structures like companies and trusts. You expect us to understand tax planning, asset protection and estate planning. You expect us to understand shares, property and the local economic environment. You like making your own decisions but appreciate research and advice so you can make informed decisions.

There is a very strong relationship between business planning, and personal financial planning that is not always recognised. In fact, if we develop a personal financial plan for you, we will all know how much your business needs to generate for you to make sure you achieve your personal financial goals. That information should form part of your business plans.

You are a specialist at what you do. We are financial services experts. Our view is that as a business owner, your time is best spent focussed on your business.  Let us deal with the stuff that we are good at.

And if you need a referral to a good accountant, business consultant, solicitor or finance broker, we can help.

To find out more contact our office or watch the video below.