Business Owners

Planning Partners provides tailored advice to business owners. These clients often require advice in the following areas:

CASHFLOW MANAGEMENT
We review your cashflow patterns and make recommendations for efficient management of cash to assist in creating wealth both within and external to your business.

STRATEGIC BUSINESS ADVICE
We understand that your business is your most valuable asset and forms part of your long-term wealth creation plan. We provide strategic advice to assist you in maximising the long-term value of your business.

DEBT MANAGEMENT
We work in conjunction with independent Finance Consultants to ensure appropriate structuring of your business, personal and investment debt.

PORTFOLIO MANAGEMENT
It is important for business owners to create wealth outside of the business to provide long-term financial security. We provide portfolio advice on a wide range of investments including direct equities, professionally-managed funds and fixed-interest investments. We can also provide you with access to direct property investments through our strategic alliances with Buyers Advocacy and Property Management firms.

RISK INSURANCE
Our in-house Insurance Specialist provides advice on a complete range of Personal Risk products to protect you and your family and business in the event of medical catastrophe or premature death.

BUSINESS SUCCESSION PLANNING
We provide comprehensive advice to assist your business to transition to new owners with minimal loss of value. Our advice provides certainty and peace-of-mind to stakeholders who are exiting or entering your business.

ESTATE PLANNING AND ASSET PROTECTION
We can assist in protecting your assets from creditors and ensure that assets are distributed in accordance with your wishes upon death. We work in conjunction with Estate Planning solicitors who prepare formal documents including Wills, Powers-of-Attorney and Business Succession planning documents.

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