I am a Business Owner

Many of our clients are business owners.   They are entrepreneurial, energetic – and busy.  Their time is precious.  They value professional advice, and prompt, efficient service. 

Our office assists business owners by:

  • Providing investment advice on a range of investment assets
  • Managing tax liabilities
  • Protecting assets – both business and personal
  • Helping to plan a retirement date from the business
  • Planning business succession strategies
  • Developing an estate plan

We work closely with your accountant, particularly towards the end of the financial year to take advantage of planning opportunities.

Our entire team understands the needs of business owners.

If you are a business owner and you have never consulted a financial planner, feel free to contact our office to make an appointment to discuss your business goals.