More time for you, more time
for your customers

Fiducian financial planners 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.

This is why much of the expert help and support our financial planners 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 planner can also offer expert guidance across a spectrum of issues through the full cycle of business ownership, including:

  • The early days

    • Structuring your bank accounts and credit cards for simplicity and finding the best low-fee options
    • Advising on the pros and cons of funding life insurance premiums inside superannuation, rather than from day-to-day cash flow
    • The best way of accumulating a cash emergency fund for when unexpected expenses hit such as urgent house or car repairs
    • Assessing opportunities for you to save money on life insurance premiums and health insurance
    • Taking advantage of technology – there are lots of apps and online tools available to help track your spending and receive reminders for bill payments
  • Consolidation and growth

    • Structuring your bank accounts and credit cards for simplicity and finding the best low-fee options
    • Advising on the pros and cons of funding life insurance premiums inside superannuation, rather than from day-to-day cash flow
    • The best way of accumulating a cash emergency fund for when unexpected expenses hit such as urgent house or car repairs
    • Assessing opportunities for you to save money on life insurance premiums and health insurance
    • Taking advantage of technology – there are lots of apps and online tools available to help track your spending and receive reminders for bill payments
  • Handing over the reins

    • Structuring your bank accounts and credit cards for simplicity and finding the best low-fee options
    • Advising on the pros and cons of funding life insurance premiums inside superannuation, rather than from day-to-day cash flow
    • The best way of accumulating a cash emergency fund for when unexpected expenses hit such as urgent house or car repairs
    • Assessing opportunities for you to save money on life insurance premiums and health insurance
    • Taking advantage of technology – there are lots of apps and online tools available to help track your spending and receive reminders for bill payments
FIND A FIDUCIAN FINANCIAL PLANNER NEAR YOU
Top