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.
Don’t Get Caught In Any Of These Business Owners’ Disasters
The case studies in this article are real stories. We've changed the names for privacy reasons. Each one of them reflect the type of situations we come across time and time again when working with business owners. Case 1: Debt-free Or Financial Ruin? Liz rang late...
Bridging The Knowledge – Doing Gap
This article is making the most difference to our business owner clients right now. In our opinion it's something you should pay attention to and address on a regular basis. We recommend you take a few minutes to take the test. Bridging The Knowledge - Doing Gap:...
Get More Money In The Bank: 5 Ways In 30 Days
Increasing the amount of money in your bank account doesn't always have to be hard work. You can put in place any number of the following strategies and tactics within a month. Some of them will take a short time to do, you can do others overnight at little or no cost...
Niamh Currid & Marvin Reber
“My wife was running a small to medium sized business that was owned by our Trust. There was difficulty within the business as with stakeholders chiefly caused by rapid growth while not being fully prepared. The challenge was to simplify how the business was to...
How To Hold On To Your Best People
With employee shortages stretching across many industries, this article in NZ Business magazine caught our attention. It gives some smart strategies to help you hold on to your best people. "The changes over the past 18 months have not been easy for businesses or...
Is 2022 The Year To Take It Easy On Ourselves?
Usually at this time of year we're talking to business owners about their goals for the year. Usually there’s plenty lined up. Lots of things they want to achieve in the business. Lots of benchmarks to be set and exceeded. There’s excitement and anticipation of a...
