Business and Professional Services

Businesses and Professionals have particular Financial Advisory needs. We have extensive experience in looking after large and small businesses, Professional Partnerships, Doctors, Specialists, Architects, Lawyers and other professionals. We understand the legal frameworks that different businesses and professionals operate under.

Professionals and Professional Partnerships

We understand that many Professionals operate as self-employed partners, or through practice companies and may have difference sources and types of income. We know that financial year end income cannot always be known in advance and flexible, timely planning is paramount. For many professionals, Family Trust structures are useful tax and wealth planning tools allowing for income splitting and asset protection. Optimal utilisation of Superannuation Contribution Caps, Transition to Retirement, Super Re-contribution and Spouse Contribution strategies are all considered as part of the planning process.

Business Enterprises

Our team has experience in advising companies of different sizes from small family businesses to large enterprises, operating in many different industries. Examples include Colliers International, Baulderstone, Deacons (Norton Rose) Lawyers, Architectural Glass Projects, Robert Half Recruiting and many more.

We offer Personal Financial Advisory solutions to senior management and particular employee segments and can tailor and package solutions to meet different companies' needs.

We also assist management with the implementation and ongoing operation of Company Superannuation and Group Insurance solutions and provide educational and advice support to employees. We offer tailored workshops to nominated employee groups and assist management with technical superannuation matters.

Buy Sell Agreements and Key Person Risk

Businesses need protection against the sickness, injury or death of key persons. The needs and solutions differ depending on whether those key persons are business owners, shareholders, in partnership with others or key employees. Often there are also family and Estate Planning considerations. We understand the different structures and needs of businesses and can tailor solutions to meet those needs.