Investment & financial advisory
Most business owners have most of their wealth tied up in one asset. We help you fund growth sensibly, pay yourself well and plan for succession, and we bring in licensed specialists where personal financial product advice is needed.
How we help.
- Business funding options and loan applications
- Owner remuneration planning
- Forecasts and investment cases for major decisions
- Succession and exit planning
- Buy-sell arrangements between owners
- Referral to licensed advisers for personal financial product advice
Is this you?
- Owners planning a major investment or expansion
- Families thinking about succession
- Owners who want a plan for life after the business
Good to know.
Do you give personal financial product advice?
Where you need advice on specific financial products, super or insurance, it comes from an appropriately licensed adviser. We work alongside them on the business and tax side.
Can you help with a bank loan?
Yes. We prepare the financial information, forecasts and explanations a lender will ask for, so your application is complete and credible.
What is a buy-sell agreement?
An agreement between business owners about what happens to an owner’s share if they die, become disabled or leave, often funded by insurance. A lawyer drafts it; we help with the valuation and structure.
Read before you decide.
AML/CTF reforms: what the 2026 changes mean for accountants, lawyers, real estate agents and their clients
Australia's AML/CTF regime now covers accountants, lawyers, conveyancers and real estate agents. What firms must do and what clients should expect to be asked.
Read articleBuilding wealth outside your business: the principles
Why business owners should build wealth beyond the business, and the general principles of paying yourself, buffers, debt, structure and diversification.
Read articleBusiness funding options in Australia: debt, equity and everything between
A plain guide to how Australian businesses raise money, from bank debt and invoice finance to equity, hybrids and grants, and how to match each to the need.
Read article- 01
Accounting
Clean, timely numbers you can run the business on.
- 02
Business structuring
The right structure from the start, or a cleaner one now.
- 03
Entrepreneurship through acquisition
Buy an established, profitable business instead of starting from zero.
- 04
Business sales & purchases
Guidance on both sides of the table, from first offer to settlement.
Let’s talk about your business.
A first conversation is free and there is no obligation. Tell us where the business is and where you want it to go.