Case Study – Small Business Owners

Anthony and Tara – Greensborough

Anthony and Tara run a consulting business. They were earning a good income but struggled to get their finances in order and needed guidance on how to manage and structure their finances.

Contracts would change regularly so they found it hard to know what they could/should spend.

By being self-employed they also didn’t have the security of sick leave and annual leave.

They also were re-establishing themselves financially, both having been through divorce before they were a little behind where they wanted and needed to be financially for the future they wanted.

They had met with a financial adviser before who said, stay in your government jobs until age 65 and buy a house with white picket fence and everything would be ok, but that wasn’t the life they wanted to live. They loved the flexibility and variety that consulting offered.

We helped them get financially organised, provided structure to their business cashflow, outlining what to withdraw and when from the business to build their wealth personally. We made sure they had money set aside for tax, obtained the right insurance cover to protect them if they couldn’t work and had a plan on how to start building their wealth.

With plenty of change to their lives and goals over the years we have been able to make sure their optimising their situation at each stage, providing them the best chance to secure their future.

Find out more about how you can get your finances on track with your business or schedule a complementary discovery call with us today.

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