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Small Business Planning (SME)
Personal financial management for principals of small businesses
A Tynan Mackenzie adviser can help to relieve some of the pressure you feel when running your own business. They'll partner with you, providing expert advice on your personal finances, and help you to feel confident that your needs are being met, as well as those of the business.
Your adviser can help guide you through some of the following issues:
- How to tax-effectively structure your finances
- Understanding which structure best suits your circumstances, eg. Which type of financial arrangement should you have with your partner?
- Cashflow management - when to draw down on your business, and when you need to inject capital
- When it's time to consider succession planning and how to go about it.
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Here's what our clients have to say: “Very satisfied with the quality of advice. Comprehensive, thorough and tailored to our particular needs.” K, Melbourne “Our adviser listens and asks questions to completely understand my needs. He explains simply the various ways to protect and build my investments.” LS, Adelaide “We are very happy with the advice we receive. We are regularly updated on the current trends and changes we may need to make to our investments.” R & O, Qld |
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