As a business owner, you invest significant time and energy in ensuring your business’s success. But what about your personal financial situation? Do you have a structured plan in place to help minimise risk, build wealth, and leave a legacy behind?
At Findex, we help business owners navigate their unique entrepreneurial journey, creating holistic financial plans that cover the entire business lifecycle, from tax and asset protection to retirement and business succession and everything in between.
Our financial advisers will develop a plan based on your personal wealth and business goals, working with you every step of the way to achieve them. They will work collaboratively to ensure you and your business are ahead of the game financially whilst also providing a stable, level-headed approach across your intertwined finances.
Let us help you create a roadmap for your financial future so you can focus on what matters most to you.
Review of personal assets
Lending advice
Estate planning
Buy-sell agreements
Personal and business insurance
Superannuation (tax minimisation)
SMSFs and property purchases through super
Net asset and cashflow modeling
Advice on use of free cashflow to diversify wealth outside of your business
Investment funding and structuring advice
Investment solutions and portfolio management services
Borrowing to invest
Updates to financial modelling
Business succession / Exit planning
Retirement planning
Small business capital gains tax and super contribution advice
Portfolio management services for sale proceeds
Cashflow management for retirement
Helping the next generation
Philanthropic endeavours
We know that many business owners lack the time or expertise to focus on their personal finances while managing a business. That is why we’ve developed a wealth creation philosophy for private business owners that will not only benefit your business' bottom line but will also help maximise your personal wealth creation.
Your Findex team will work together to implement integrated strategies across all areas of your personal and business financial portfolio. First, your team will meet to project forward and develop a plan based on your goals, risk tolerance, and stage of business. Following implementation, advisers will conduct scheduled performance reviews per the terms of your service agreement to maximise returns and growth.
Let us help you create a roadmap for your financial future so you can focus on what matters most to you.
Connect with our team to organise a complimentary, no-obligation meeting with your local Findex wealth adviser today.
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