Business Services

Business Services

Our consulting services are centred on strategy and operations, with expertise in people, process and information technology. We can help with end-to-end strategy and execution, or more targeted operational and project requirements.

Explore our business services



  • Risk management
  • Wealth creation
  • Growth strategies
  • Business performance
  • Staff recruitment and performance management
  • Leadership mentoring
  • Advising on tax planning and minimising tax


  • Reporting and budgeting
  • Business Planning Growth Forecasts
  • Producing business reports like cash flow report to give you real picture of the business
  • Preparation of business benchmarks
  • Projections


  • Business structuring and organisation
  • Succession planning
  • Retirement planning
  • Superannuation and self-managed funds
  • Estate planning
  • Business Planning Growth Forecasts
  • Financial planning

Asset Protection & Business Restructuring

  • Business and Personal Asset Protection
  • We support businesses to proactively manage their position and protect their interests.
  • Business Structures
  • Trusts and other Strategies
  • Protection from Creditors
  • Set up of a business structure to facilitate tax minimisation, asset protection or purchase of a property or business


There’s no ‘one-size-fits-all’ when it comes to insuring a business. Your insurance needs will vary depending on a variety of factors. Fortunately, these days there are a variety of policy options to choose from and business insurance policies can be tailored to suit your individual business needs.

The main Business insurance policies are:

  • Public liability
  • Professional Indemnity Insurance
  • Business insurance
  • Business Interruption insurance
  • Workers Compensation

There are significant asset protection and tax advantages associated with discretionary trusts. However, these advantages will depend upon the circumstances associated with the trust.

  • Discretionary trusts can provide significant asset protection advantages.
  • The protection arises because the trustee of a discretionary trust is the owner of the assets. Accordingly, the starting point is that if a beneficiary goes bankrupt, that does not necessarily impact upon the assets owned by the trustee.
  • However, situations do vary and should be considered on a case by case matter.

Asset protection must be considered when formulating your financial strategy. This is one of the benefits of engaging a holistic financial advisory process. That is, there are many factors that need to be considered as a lot of factors are interrelated. The key factors that holistic advice must include are cash flow management, investment strategy, asset selection, asset protection, risk management, insurances, estate planning and wills.

A well-rounded independent financial advisor should be able to address all these considerations and, where possible, avoid unnecessary complexity and cost whilst ensuring nothing is missed.

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