Get to your why. Plot the lines. Head up.
First we focus on your goals, both personally and in your business or career. Then we develop a plan to align personal and business objectives and keep them on track.
- Identify what’s important to you
- Help shape your end game and define business and personal success
- Establish appropriate structures
- Undertake cashflow and asset forecasting
- Consider risk planning, including insurance, estate planning and governance requirements
- Develop KPI’s
- Partner with you to stay focused on the end game and address unique challenges
Financial Accounts & Tax Returns
Complying with the complex rules and regulations of the endless list of tax implications can be a massive headache for any business. Not only that, but it can dramatically affect your bottom line.
We look to guide you through this complex maze while taking care to minimise the impact tax has on your numbers and your psyche. We handle the small details across areas like SMSF, FBT and BAS, all the way up to large family groups, tax audits and consolidations.
Your investment and superannuation portfolio should be invested in line with a level of risk you’re comfortable with but also with a focus on achieving your goals. With an ever-changing landscape and a vast array of options, we help navigate toward the solutions that best suit you.
We help you protect what you’ve built both personally and within your business. We specialise in helping you with:
Life, Total & Permanent Disability,
Income Protection, Trauma
Key Person, Buy/Sell,
Intergenerational wealth planning and governance
We work closely with families to establish, implement and manage appropriate investment strategies for intergenerational wealth planning, enabling families to achieve their wider objectives, including any philanthropic goals. This includes collaborating with their other advisers.
We can also play a vital role within the family’s investment committee to ensure that any investment decisions remain aligned to the strategy.
Private Wealth and Insurance services are provided by Belay Wealth Pty Ltd trading as Belay Advisory as an Authorised Representative of Lonsdale Financial Group Limited