BUSINESS ADVISORY

We provide a comprehensive service offering to our business clients. We can help you get your business started and once its established support you with strategy, monitoring, accounting and compliance to helping arrange finance and insurance.  We’re your single point of contact for everything to do with your business.

Business Start Up

Got a great business idea? Starting a new business is an exciting time but there are a few risks for the unwary. We can help from the start by assisting you in developing the business model, advising and establishing the appropriate structures for tax and legal purposes, helping build your business plan, creating financial forecasts, assisting you to access the right financing and helping develop your sales and marketing plans.

Business Strategy

Do you know where you want to take your business but don’t really know how?

Our business strategy team can help. We use a simple and structured model to create the road map to future success.

Business Performance Management

So you’ve got the strategy in place. Where to now?

Our business advisory team provide a complete suite of services to help you succeed. From preparing your monthly financial statements and forecasts to leading board of advice meetings we are there to support you.

Real Time Business Financial Monitoring

Most accountants report on what happened in the past.

With our state of the art business monitoring and reporting suite linked to your online ledger, we can provide real time alerts and dashboards to let you know exactly what is happening in your business daily.

Accounting & Taxation Compliance

Another day another compliance deadline?

Let us look after the acronyms for you.

Our experienced team of bookkeepers can prepare your books and our advisory team can manage all your compliance obligations – BAS, IAS FBT, ASIC lodgement and your corporate tax returns and lodgements.

Business Improvement

Business not performing as well as you want it to?

Our experienced team of advisers will help you pinpoint the issues and help you develop practical plans to turn your business performance around.

Succession Planning

Is it time to start to plan for you not to be as hands on in your business?

Our advisers have over 100 years combined experience in business and have helped many of our clients successfully transition out of their businesses. Whether it’s selling your business, getting your business running under management or you just stepping back for a few days a week, we can support you and help structure your affairs so you can achieve your goals.

Superannuation

Is superannuation something you only worry about for your employees?

Our expert team of advisers can help create the most tax effective superannuation strategy for you to ensure you are building assets in superannuation as well as growing the value of your business.

Wealth Creation

Is all your time and effort going into building your business and not into creating wealth outside of it?

Our expert financial planning team will help you create a strategy to maximise the value of your business and grow an asset base and an income stream for you and your family.

Finance

Need finance to grow your business?  Just not sure you are getting the best deal or have the best structure?

Our finance broking team can provide an expert needs analysis and a market assessment of your current financing structure and rates and if required develop a plan to lower your risk and save you money.

Insurance and Risk Management

Are you adequately covered for all the risks in your business?

Our alliance partner, Knightcorp Insurance Brokers, are specialists in risk management and business insurance.  Knightcorp understand that when it comes to protecting your business you can only trust the best. Their professional and friendly staff are dedicated to providing you with the right advice at the right price.

FREE BUSINESS DIAGNOSTIC TOOL

Have you ever felt like you need to identify what’s important in your business and assess your desired and current levels of performance?

Our free self guided diagnostic tool – Business Wisdom – will help you achieve this. Click here and we’ll send it to you.