We offer a range of financial services to business owners; first and foremost, we can assist you with your personal strategic planning, but also with business insurance and business succession planning.
If you employ staff, we can also offer the following services:
- Employee superannuation fund: As an employer you generally have to offer a default superannuation fund. We can help you establish this fund, and provide invaluable assistance to both yourself and your employees with regards to their superannuation benefits.
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- Employee incentive/retention schemes: We are experienced in facilitating new employee equity and bonus schemes, including for small private companies. Alternatively, or in addition, you may want to offer a strategic financial planning service to key staff as an extra incentive or retention tool. We can tailor specific corporate packages to your needs.
- Succession planning for employees: If it is anticipated existing staff will take over the business at some point, we can assist with putting in place appropriate arrangements.
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