Step

What You Get

Why is it important?

Protect

• Asset Protection Analysis
• Business Structure Advice
• Estate Planning Review

• Protect your family’s hard earned assets
• Get your structure right from the beginning
• Ensures your estate goes to the right people

Fixed Price Accounting

• Accounting fees paid monthly
• Xero Online Accounting Software
• Regular proactive advice
• Tax Returns & Financial Statements
• Business Activity Statements (BAS)
• Tax Planning Review (April/May)

• Easier cash flow management
• Incredibly easy to use, unlimited users
• Take any necessary action sooner, not later
• Peace of mind your Tax Return is correct
• BAS prepared and lodged by professionals
• Properly plan to legally reduce your tax

Wealthplan

• Wealth “Lifestyle” Plan
• Debt Reduction Strategies
• Insurance Update
• Superannuation Review
• Managed Funds & Shares advice
• SMSF Strategies

• Peace of mind you’ll retire comfortably
• Pay off your loans faster
• Protect your family’s lifestyle
• Ensure your super is invested for growth
• Professional advice to make right decisions
• Take control of your super

Growth

• Virtual CFO
• Cash Flow Projection & Profit Plan
• Business Performance Health Check
• One-Page Strategic Plan
• Growth Strategies
• Customer Advisory Board

• Takes yours business to the next level
• Gives you a target for actual results
• Highlights actions to improve your profits
• Powerful, simple business strategy summary
• Different ways to grow your business
• Dramatically improves customer service

Succession

• Business Succession Plan
• Business Valuation Report
• Sale Information Memorandum

• Plan for the successful sale of your business
• Discover what your business is really worth
• Makes it easier to sell your business