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Business Owners

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As fellow business owners, and experts in Financial Planning, we are well placed to help you understand the connection between your business and personal financial planning. We know that business owners have a million things on their plate and we can assist by:
 

  • Helping to determine the amount of salary you need to draw from the business to meet the objectives of your ideal life. 
     

  • Work alongside your accountant to analyse business performance and areas for improvement.
     

  • Ensuring your business is set up and run in a manner that minimises risks and maximises your potential. 
     

  • Optimising the success of your business through investment, diversification, tax planning, structuring and much more. 

The Wealth Structures that Affluent Aussies often use
05:43

The Wealth Structures that Affluent Aussies often use

Are you on your way or already an Affluent Aussie? Find out what structures you should consider. General advice only. For personalised advice, you can book in an initial free chat at www.sourcewealth.com.au
Financial Planning for Business Owners
02:03

Financial Planning for Business Owners

Business owners have the advantage of being able to reach all of their goals, providing their business performance is good enough! It is also important to: * Remove key person risk * Ensure you contribute to your superannuation (even though sometimes not legally required to) * Consider buy/sell insurance for business partners * Know your small business CGT exemptions when selling * Consider whether you should own your own business premises via a SMSF To book your obligation free consultation visit https://www.sourcewealth.com.au/
Business Owners need a Financial Planner!
00:25

Business Owners need a Financial Planner!

We can help calculate the amount you need to draw from your business to live your ideal life! This can be highly motivating and provide you with greater clarity!
Business Partners: You need insurance!
00:50

Business Partners: You need insurance!

A buy/sell agreement protects you, your family and the business!
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