Business Financial Advisor | Financial Planning | businessDEPOT

Services / Financial Planning

one place to

grow + protect your future

we'll protect you from the unknown hurdles that come up with both business and life

Whether you are a business owner or a professional, your life is busy and your personal finances will often take a back seat. By engaging a financial adviser you can have a plan for your personal finances and make sure that this doesn’t slip through the cracks. It will not only help you hit your lifestyle goals now but also for the future. A planner can help you separate your personal wealth from the business where possible and set up strategies to protect you from the unknown hurdles that come up in both business and life.

Financial planning is not just about investments

It is about setting goals that will help you achieve financial stability to allow you to live the lifestyle you choose. This can be achieved through a focus on short and long-term wealth accumulation, family office support, finance broking, savings plan and personal budgeting strategies.

At businessDEPOT we match you to a trusted referral partner that we think will be best matched for you to meet your needs at whatever stage of your financial life cycle.

our financial planning services

personal risk management

Solutions to ensure you and your family are protected against unforeseen events by providing income protection and covering your family through personal insurance options.

business insurance

Enabling your business to continue to operate effectively in the event of a disability, unforeseen illness or even death.

superannuation

Contribution strategies, salary sacrificing and to build wealth and minimise tax, considering the most appropriate fund for your needs.

retirement planning

Determine income needed and maximise income in retirement by considering investment options, tax strategies and monitoring investment performance to maximise the outcome for retirement.

smsf advice + strategies

Tailored solutions for SMSFs including advice and strategies on pensions/ income streams, estate planning and investments.

family office services

We will look after everything so you can do what you have worked so hard for during your working life. From collecting your mail, facilitating discussions with all of your advisers, maintaining your personal accounts and making your payments for you, we will take the stress away so you can relax.

want to get in touch?

Great! We'd love to hear from you. We're here to help and happy to kick things off with a coffee and a chat about your future.

Contact Us

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