We brings together the expertise of specialists to provide cost-effective and practical financial advice solutions for you.


(03) 9896 5100

Surrey Hills, VIC, 3127


Business Advice

Businesses, large and small, require customised business advice matched to their structure and business objectives. A sole trader may need help with both their personal and business finances. A family business may need to strategically separate business from that of individuals. A partnership or corporation may have complex financial challenges.
We see ourselves as the “family project manager”, your business and family’s most trusted advisor, working in harmony with you to ensure your finances are in order and your business is positioned for growth. Our services include:
Business planning
Having a plan for your business is one of the key elements for ongoing success. We listen to your goals and aspirations and work with you to structure a plan to support your business’ future. That includes clear documentation of your plan with established timeframes, supported by cash flow projections.
We can also provide full business planning meeting support including designing the agenda for meetings, taking minutes, developing plans, assigning actions and reporting.
Asset protection
One of the key focuses of our client relationships is asset protection. We seek to protect the individual, their family and personal assets by identifying and mitigating business risks. Asset protection strategies used may address ownership and control issues, business relationships, insurance and Directors’ liability exposure.
Succession planning
The importance of business succession planning continues to grow as our population ages. Successful sales of businesses are usually engineered and planned years before the transaction takes place. We can assist you to establish a time frame, determine a value for your business and advise you on the superannuation and Capital Gains Tax concessions that may be available on the sale.
Consulting advice
Being in business means dealing with an everchanging economic and regulatory environment. We listen and assist in any way we can on a wide range of business issues. Clients trust us because they know we understand the demands and financial challenges they face.
For example, our directors have decades of personal experience meeting the challenges faced by small business, including overseeing our growth from a three-person financial planning firm to a multi-disciplined business with acquisitions along the way. Along with our professional team of business advisors and a comprehensive network of specialist business partners, we have the understanding and depth of expertise to assist your business to succeed and grow, whatever the challenge.

For professional and tailored business advice, call us on (03) 9896 5100.