Wealth Maximisation Audits
"“It is in invaluable to have an unbiased overview of your business and look at the whole picture ... put it in a simple format so we could understand exactly where we were. This was a huge peace of mind."
“Working with Full Focus meant my family was secure and I felt free to focus on what I do best – selling businesses. It was money well spent ...
"Full Focus did a complete assessment of our company and personal affairs, past and future. They uncovered errors in our trusts, structures and company documents. Errors that could mean our structures might not hold up in court ...
"It was very comforting to have an independent audit of our situation ... “We would thoroughly recommend Full Focus to individuals and companies. We cannot speak highly enough of the service and performance they provided.”
Business owners face many troubling issues when sorting their legal and financial affairs. And if you're confused about the things you’ve already got in place, you may be questioning ...
- Whether it’s in your best interests.
- If it will do the job you want or need it to.
- Whether your personal plus your business legal and financial affairs all work together.
- Who to go to for advice and what questions to ask.
Getting these sorted can seem confusing and complicated. Not only do they have to work for you personally, they have to fit in with your business.
Do you worry whether you’ve done the right things and the repercussions if things turn bad? Will everything stand up when it needs to? Perhaps you can dismiss your business, but more than anything you worry about your family. What would it mean for them? You don’t know where to go to find out. Or even what questions to ask.
You may have tried to handle it in the past and have found it too difficult. The uncertainty can lead to worry and confusion.
A Wealth Maximisation Audit will get it sorted for you.
- You’ll find out exactly what your current situation is with your legal and financial affairs (both business and personal).
- You’ll be clear on what you want or need the situation to be.
- You’ll know what to do to get your affairs sorted – in simple easy-to-follow steps.
- You’ll have a better understanding of what you once thought was confusing and complex.
- You’ll have a solid foundation on which to build your business and personal wealth.
- We'll be alongside you every step of the way.
- We’ll make it simple for you to understand.
- You'll have step-by-step instructions to follow.
- We’ll interact with your other professional advisors to get it all sorted.
- Everything will fit together and work together.
A Wealth Maximisation covers areas such as:
- Business structure - Company set-up, business agreements, business plans etc.
- Financial arrangements - Financial accounts including loans, banking arrangements.
- Asset ownership - Who owns your personal assets and your business assets.
- Estate control - Who controls your assets after you die.
- Risk management - If you become disabled, suffer a trauma or die, will you have enough money to cover yourself .. your business .. your family?
- Plus Wills, Trusts and Power of Attorneys, and more.
Don’t leave it until it’s too late
Your circumstances could change in a split second. Get the peace of mind of knowing you've sorted your affairs and your business and family are secure.
Call us today on 09 489 1650 for a no-obligation discussion, or click here for other options.
UNCONDITIONAL SATISFACTION GUARANTEE - We are proud to offer all of our valued clients a full unconditional guarantee of satisfaction: If you are not happy with our services, you pay nothing. No questions asked.