We will look at your:
- business’s legal structure. The ATO’s rules may be changing and we want to make sure your structure suits your business;
- business’s costs, and whether they can be reduced;
- business’s income, and whether it can be increased;
- risk insurances, to maximize cost efficiency, to minimize/control perceived risks, and to make sure you are not over-insured;
- choice of super fund, and how your super is invested;
- debt management strategy;
- asset protection strategy;
- investment strategy including property investments;
- retirement strategy;
- estate planning strategy; and
how you and your family can get the best out of your financial planning profile.
- Best New Partner of the year.
- Personal touch
- Boutique and niche
- Expertise at partner level in medical consultancy
- Appreciation of the medical professional as a unique client with unique needs
- High level of service.
Get in touch for more information or a no-cost, no-obligation consultation Contact Us.