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Email: Phone: +00 21 387
Email: Phone: +00 21 387

Planning For Your Future

Do you know where you are heading?
Do you have a plan for the future?
Have you got enough money to retire?
Do you want to pass the business on to your children?
What happens to the business if your partner dies?

All of these are really good questions. Do you know the answer to them?
We find that working as a team with a financial planner and a lawyer you get the best results rather than trying to get these issues sorted individually.
We have a team that can help us achieve this.


  • • Planning to sell a business
  • • How to maximise your sale price on your business
  • • Superannuation Conribution Strategies
  • • Salary Sacrifice
  • • Transition to Retirement Strategies
  • • Tax planning on sale of your business
  • • Downsizing your home to fund retirement


  • • Contribution Strategies
  • • Salary Sacrifice into Superannuation
  • • Self Managed Superannuation -Is it for you
  • • What you can and cant hold in a SMSF
  • • Re-contribution Strategies
  • • Understanding Death Benefit nominations

Estate & Succession

  • • Wills and Powers of Attorney
  • • Benefits of Testamentary Trusts
  • • Buy & sell Agreements for Insurance
  • • How to transfer the business to the next generation tax effectively