We have written this important strategy paper for business owners in mining & resources, as well as those considering starting their own business. The paper focuses on these THREE key matters that delivered 10 significant (and life-changing) outcomes for the business owner: 1. The issues affecting a small business that grows significantly into a much larger…
This strategy paper overviews five important areas in financial planning for professionals in mining and resources: superannuation; insurance; cash flow; home/property ownership; and estate planning. Take your first step towards building and protecting your wealth by downloading my strategy paper NOW. Read the full strategy paper here.
This case study illustrates the collaboration between financial (myself), legal and business advisers to create a seamless plan for our client, a business owner in mining and resources, and his wife to help them achieve their financial goals and leave a legacy for their children. Knowing that protecting the family’s current lifestyle was important to John…
This case study outlines how I provided financial planning advice and coordinated business and legal advice for a mining executive who had worked overseas for 30 years. There were multiple issues relating to complex executive options and share plans in a variety of structures across a variety of taxation jurisdictions and in addition, my client had…
