This is a specialised review of your business and group financial fitness. We hit a number of key targets during this process:

1. Are there any opportunities to reduce your tax exposure in the current year?

2. Is your financial group sufficiently secure and tax efficient in the long run?

3. Is your business in shape to grow?

4. Are there any obvious risks that you should mitigate?

5. Can you save money on excessive interest expenses?

6. Are you investing your money in the best possible way to maximise returns in the medium term?

A business owner with excess profits of $50,000 typically saves in excess of $2,500 per year just on the short term tax planning portion.

The consultation process has four parts:

1. Data gathering - We review current and previous year financial data from financial statements.

2. Questionnaire - You fill in a short questionnaire on your current status and practices.

3. Written Report - We write a short list of recommendations.

4. Zoom Consultation - We go through our recommendations with you to answer any questions in a half hour zoom call.