Business owners

You have created an amazing business. Let us help you to take a step back from the daily grind and identify any inherent risks that can be removed. We want to ensure that your assets are protected and build real wealth away from the business to diversify your financial position.

YOU MAY FIND YOURSELF:

  • Thinking about a succession plan
  • Thinking about identifying a buyer for your business, with a guaranteed price and terms
  • Protection of personal assets if the business suffers hardship or litigation
  • Unsure what happens if a business partner leaves, dies or just retires
  • How to cover the fixed expenses of the business if you can't work
  • How to you protect key people within the business - the rainmakers and the capital providers
  • How to formalize a partnership agreement
  • How to use a Self Managed Super Fund to buy your commercial premise
  • Diversifying investments to separate your personal assets from the business assets
  • How to payout their estate and retain control of the business

YOU SHOULD CONSIDER...

Business succesion planning

You may be considering selling your business or passing in unto one of your children in succession.

Business expenses insurances

Business Expenses insurance is for small business owners that are reliant on one key person to retain profitability.

Investing

You have almost paid off your mortgage and would like to invest or at least consider your options.

Superannuation

You may have more disposable income and would like to maximise your superannuation in planning for retirement.

Personal insurance

You should consider whether you have income protection or life insurance to protect your family and your lifestyle into the future.
Toowoomba Financial Planners
  • F: (07) 4641 7497
  • This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Suite 2/470 Ruthven Street,
    Toowoomba QLD 4350
  • ABN: 32 164 822 333
Corporate Authorised Representative of Magnitude Group Pty Ltd ABN 54 086 266 202, AFSL 221557. Christopher Black is an Authorised Representative of Magnitude Group Pty Ltd and may offer you services through Fortress Financial Solutions Pty Ltd. Magnitude is only responsible for the financial planning services provided by Christopher Black. This information is of a general nature only and has been provided without taking account of your objectives, financial situation or needs. Because of this, you should consider whether the information is appropriate in light of your particular objectives, financial situation and needs.
© Copyright 2016
Website Design Toowoomba