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More time for you, more time for your customers

Financial Planning for Business

Fiducian financial advisers understand the demands on a business owner. After all, most of them run their own financial advice practices.

They know that if you're running a business, the one commodity you probably wish you had more of is time. More time for business strategy, more time to lead and mentor your staff, more time for your customers, and perhaps more time for your family.

Financial planning for business

Expert help & support

The expert help and support our financial advisers bring to their business clients is designed to streamline the administrative and compliance burden of running a business, and free up time for the things that matter most. A Fiducian financial adviser can also offer expert guidance across a spectrum of issues through the full cycle of business ownership including:

The early days

Business plans and financial goal setting
Company structures and ownership: family trusts, partnerships and corporations
Government rules and regulations – ABNs, GST, business names and trade marks
Property, contents, and personal liability... what insurances do you need?

Consolidation and growth

Business continuance and key person insurance
Superannuation for your employees – what must you pay them and when?
Superannuation for you – SMSFs, your retirement plan
Cash flow and income – how much should you take and in what form?

Handing over the reins

Preparing a business for sale
Succession planning and managing business risk
Selling a business and capital gains tax exposure
Investing the proceeds of a business sale

Find a Financial Adviser near you

Find a Financial Adviser