May 9, 2019

Business Owners: Financial Planning for Accumulating Wealth and Protecting Livelihood and Retirement

yellow tipper truck driving - Case Study

Our client was a successful business owner in mining and resources whose business and personal financial affairs were tightly entwined, raising concerns that needed to be addresses.

This case study describes how we partnered with the client and his wife to prioritise and address their complex financial requirements: building business assets and investment worth; asset protection; establishing a SMSF investment strategy; tax-effective structuring of the business to be sale ready; estate planning; and more.

The outcomes for this client far exceeded their expectations and included the very successful sale of the business in a manner that shored up their future retirement.

Read the full case study here.

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