Your own
personal CFO.

Personal financial planning for business owners.

Your financial advisers for business and life.

Our financial planning advisers are experts in what we call ‘the overlap’. It’s the space where personal financial planning and business planning intersect, where we help you balance your family life and business life.

And because we work for you, instead of commissions, we’re able to help you create a financial plan that spans the overlap with total objectivity. A personal and business financial plan to grow and exit or sell your business on your terms. A plan that’s all about your life goals.

Think of our financial advisers as your CFO.

When you have our financial advisers on your team, it’s like having a highly experienced, highly motivated chief financial officer by your side. The personalised, business advice you need is just a call away, all year round.

No commissions. No hourly rates. No off-the-shelf solutions. And no doubt that the personal and financial planning advice we provide is 100% in your best interests.

How we can help.

Grow Your Business.

When you’re running your business, it can be hard to know what to do for the best – for your business, for your family, for you. Sometimes, you need a sounding board. Some perspective. An objective financial plan. You need the clarity our personal and business financial advisers provide.

Small business financial advice

Exit your business on your terms.

There are all sorts of business variables and financial factors to consider when it comes to business exit planning. But whether you’re thinking of selling your business or planning for succession, one thing is certain: the sooner you start business exit planning, the better the outcome will be.

Business Exit Planning

Sell Your Business

The sale of your business is a big part of your financial life puzzle. It requires planning. It needs to support your personal life goals – the right price, at the right time. That’s why small business owners ask our business financial advisers to guide them through the sale of their businesses.

Business Sales Advice

Answering your business planning questions.

I struggle to balance work and family life. How do I grow my business?

It’s a tough one. As much as it’s about what you want to achieve with your business, it’s also about your big-picture life goals. And that’s a big conversation – one we need to have with you before our business financial advisers can help you put together a business plan.

How should I go about business succession planning?

The succession and exit structures you put in place will depend on your goals. Do you want to remain involved, or step away? Do you still need to generate income, or are you ready to retire or semi-retire? This is where personal and business and financial planning overlap.

I’m planning to sell my business. When is the right time?

Business brokers have a vested interest in selling your business, so they’re unlikely to give you an objective answer. In contrast, our business financial advisers don’t work on commission or percentages. We work for you. And we say, it depends on your life goals.

Is your business plan working for you?

You’ve invested a lot in your business. But as important as your business is, you need a business plan – a plan for growth that includes succession or exit – that works for you, your family and life goals. And that’s what our personal and business financial advisers specialise in.

Book a no obligation phone call