WEALTH MAXIMISATION AUDITS

An easier way to sort your legal and financial affairs

WEALTH MAXIMISATION AUDITS

An easier way to sort your legal and financial affairs

Risk Management Strategies

Peace of mind you’ve done the right things

Small Business Coach

Business owners face many issues when sorting their legal and financial affairs. An important part of running a small business successfully is having a good risk management plan in place. And if you’re confused about the what financial and legal structures you’ve 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 financial help and support and what questions to ask.

Getting your legal and financial affairs sorted is all part of a risk management plan. It may seem confusing and complicated. Not only do your legal and financial affairs 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 about 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 good financial help, or even what questions to ask. That’s where a risk management plan comes in.

You may have tried to handle all your financial issues 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.

Small Business Advisor
  • 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 your finances: they will no longer be confusing or complex.
  • You’ll have a solid foundation on which to build your business and personal wealth.

Plus –

  • 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.
  • Our financial help and support will ensure everything fits and works together.
What is Risk Management
Business Risk Management

A risk management plan covers areas such as:

Small Business Coach
  • 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.
  • Income protection – 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.

 

We’ll work with you to put a risk management plan in place for your business and your personal life.

Don’t leave it until it’s too late. Your circumstances could change in a split second. The right advice from an experienced business mentor will give you peace of mind of knowing you’ve sorted your affairs and your business and family are secure.

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Over the many years we've been working alongside family businesses one thing has become clear: Only 1/3 of them will survive the transition to the second generation. And of that 1/3, only 1/3 of those will survive to the third generation. That’s not very good odds....

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Looking for the right financial and legal structure for you and your Auckland business? Call us today to make an appointment for a no-obligation discussion about a risk management plan for you. You can come to our Takapuna office on the North Shore, or we’ll go to your business, where ever you are in Auckland. Or you can send us an email.

09 489 1650