Building financial freedom for business and professionals

Established Businesses

Find The Freedom Gap In Your Business And Professional Life

Unlock A Brighter Financial Future Today

As the owner of a business, you have looked after the needs of your clients. Now it's time for us to look after your needs. Helping businesses and their owners plan for a better financial future is what we do!

If you are the owner of an enterprise with AUD1m turnover or more, our experts will help you prepare for the challenges of growing and protecting both your business and personal wealth. We assist proprietors like you with succession planning, staff retention, business value and growth, personal wealth and family finances, protection of your assets, tax savings, and much more.

Our wholistic, forward-looking approach and extensive experience will provide you with a made-to-order solution tailored to your specific needs. Looking forward: Our 'big picture' perspective helps you anticipate and prepare for your future by looking at both your business and family finances. Value added strategic planning and advice: To succeed in business, you need a plan that suits your specific needs. We use patented specialist systems to help you design a plan to unlock a brighter financial future. Solutions for your family and practice: We don't just provide tailored solutions for established businesses - we also provide advice for their owners. Whether you are currently a business proprietor, or plan to be some day, we aim to help you achieve your financial aspirations and live the lifestyle you and your family want. Valuations: Many owners don't consider a valuation of their business until it's time to sell, only to find their dream is not worth what they had thought. Our sister business, IN8 Business Valuations, will help you take the necessary steps to grow and prepare your business for a profitable sale. Benchmarking: We use benchmarking to evaluate where your enterprise is now and where it needs to be so you can achieve your financial ambitions. Asset protection: Protecting your assets is equally important to protecting your income and finances. We can advise you on a number of asset protection strategies such as insurance, minimising tax, and loads more. Integrated services: As our client, we will provide you with access to our network of trusted professionals to advise you on a number of business matters. Whether you need legal advice, assistance with insurance, bookkeeping help, guidance on how to set up effective office systems, or help with content creation for your company's website and other corporate material, we can refer you to an alliance partner that's best suited to your needs. Read on for more information about our Concierge Service.

Uncover Your Freedom Gap Potential

Contact us for a free strategy discussion today 1300 911 227.

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