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.


  • 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 do 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


Business succession 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.


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


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 in the future.
Toowoomba Financial Planners
50 Most Influentional Advisers
  • F: (07) 4641 7497
  • This email address is being protected from spambots. You need JavaScript enabled to view it.
  • 15 Isabel Street,
    Toowoomba QLD 4350
  • ABN: 32 164 822 333
The information and any advice on this website does not take into account your personal objectives, financial situation or needs and so you should consider its appropriateness having regard to these factors before acting on it. When considering whether to acquire a financial product, before making any decision, you should obtain the relevant product disclosure statement.

Any outlooks or projections on this website rely on assumptions as stated, however actual results may differ materially from these projections. Past performance is not a reliable indicator of future performance. This website may contain material provided by third parties and is given in good faith and has been derived from sources believed to be reliable but has not been independently verified. To the maximum extent permitted by law: no guarantee, representation or warranty is given that the information or advice in this website is complete, accurate, up-to-date or fit for any purpose.

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