Running a small business is a complex and challenging task.  As small business owners ourselves, we understand these challenges as well as the passion that keeps us motivated and focused to excel each and every day. We also recognise that many business owners are so consumed with the day-to-day running of their enterprise it can be easy to overlook the importance of having a long-term strategic financial plan for themselves.

This is where we can help. As qualified financial advisers we can help you with:

  • Strategies and structures that can minimise taxation.
  • Leveraging readily available tax concessions that are generally not well understood, or well utilised, by many small businesses, and that can offer significant opportunities to save tax and you build wealth more efficiently.
  • Strategies to prepare for and plan your long-term financial security.
  • A business succession plan to seamlessly exit the business at a time of your choosing.
  • A strategy to protect your legacy (including asset protection strategies).

To find out more about our services for small business owners, please feel welcome to contact us or download our Small Business Owners Guide for further information.

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Consilium Private Wealth