​STRATEGIC ADVICE

​We offer a varied array of strategic and managerial advice for you and your business. We base our advice on the direct experiences that we have had advising businesses in many different industries and having owned businesses ourselves.
We offer a hands on approach backed by our organisations resources. We try to gain an understanding of the commercial drivers of your business and advise accordingly. If you are experiencing growth or contraction, we will support you by being available as your trusted advisor.

​Service Components

  • 1
    ​Strategy Development
    Sometimes it takes an external set of eyes to help you clarify your key vision and strategies. Without it, you may be missing opportunities. We can help you realise your potential.
  • 2
    ​Tax Strategy
    Some tax strategies are complex and require special attention. For example, extended family trust distributions or superannuation contribution advice. By activating this service, we will suggest appropriate strategies that can help reduce your tax liabilities.
  • 3
    ​Feasibility Reviews
    We will provide commentary on business issues that you deem relevant to approach us with. This starts as verbal and then may move into written advice at additional costs.
  • 4
    ​Investor Readiness
    We provide commentary to help you maximise the value of your business in the event that you decide to sell. This may be an internal buyout or an external investment.
  • 5
    ​Asset Purchase
    Most businesses will need to buy assets from time to time. We guide you on who should buy them and who should fund them. Depending on your needs, we can also help you with the cost/benefit of the original purchase.
  • 6
    ​Risk Review
    We help you identify risks that may affect your business continuity. This could be succession planning or future cash flow issues. We do this reactively so you will need to keep us informed of events in your business.
  • 7
    ​Resources
    We can help guide you to resources that will help you run your business. Whether it be in the managerial, economic, marketing or financial sectors, we will support your decisions with options.
  • 8
    ​Capital Needs
    We can suggest capital solutions for your business and consequently work with lending institutions should you apply for credit.
  • 9
    ​Estate Planning
    We identify your estate planning needs and work with other professionals to provide peace of mind.
  • 10
    Business Valuation
    Wondering how much a business is worth? You can engage us to calculate your business value, and if required, we can help you with your sale process.
  • 11
    Processes and Systems
    If we see a process or system in your business that may need work then we will let you know. We will suggest proactive ideas to help improve your business efficiency.

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Financial Group. All rights reserved

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