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
Peace of mind you’ve done the right things
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.
- 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.
A risk management plan 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.
- 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.
Why Governance Matters
No matter what stage your business is at, governance should always be a big priority. But if your business is in a growth phase, then Governance becomes a more urgent issue. Acknowledge, Assess and Address As you grow, it’s vital to be assessing not only your...
How To Make Sure You Solve The Problem And Not Just Fix The Symptom
When a problem occurs in your business the first thing you'll usually try to do is to solve the problem. In fact, that’s such an automatic response that you often don’t sit back and think, or act, systemically. You rush in and stick a band aid on the problem – anxious...
Renegotiating With Your Bank Can Lead To Huge Benefits: Here’s How
When you put new finance in place, it's usually a big relief. But often these financial arrangements are never revisited. You keep making the repayments and think no more of it. Yet it's important to check that these arrangements match what's available now. On...
How To Make Sure You Get Paid On Time
Wouldn't it be great if your customers paid the entire price up front - before you started the job? Although it's not impossible to get such favourable terms, it usually doesn't work this way. It all depends on your bargaining power, eg. if there's little or no...
Are You Doing These 4 Things To Make Your Business Great?
Most business owners want their company to be successful. But success comes in many different shapes and sizes, and it doesn’t always mean you’ll have a great business. If you're looking for something more than ordinary - what’s going to make the difference? What is...
7 Things That Will Help Your Family Business Succeed
Owning a family business can be a rewarding way to establish a legacy. It can also help provide for future generations. But the dynamics of a family-owned operation can prove challenging. It pays to have clear ground rules from the outset and then keep on top of them....
