Many entrepreneurs invest years of life into their businesses.
Our expertise lies in helping you build a solid foundation for your business to maximise the value of your investment.
Some important questions to ask yourself:
- Do I have a business plan in place?
- Is cashflow an issue for me?
- Do I know how to manage debt in the most tax-effective manner?
- Have I considered a plan in case something happens to me and I’m forced to leave the business?
- Am I taking advantage of super opportunities to save tax effectively for retirement?
These questions are just a sample of what we’ll cover as we work with you and your accountant to create a solid plan for your finances.
We’ll take care of your wealth. You focus on running a successful business.
How We Can Help
- Succession planning
- Risk protection
- Partnership agreements
- Buy-sell agreements
- Key person protection
- Superannuation planning and self-managed superannuation funds (SMSFs)
Articles That May Interest You
To see all these articles and more, visit the Merit Wealth blog and explore our financial planning resources.
Want to know more?
Contact us today and we will be in touch as soon as possible.