Business Strategies & Support
We provide a range of support services helping in the establishment of new entities and in developing your expansion/diversification plans. This includes business as well as personal.
Our services include:
Advice on start-up
We advise on an appropriate legal and financial structure for both your onshore and offshore activities and can assist in the setting up of a new company. This will also include company registration, business name registration, ABN, TFN and PAYG withholding number, where applicable.
Company Secretarial Services
We can perform ongoing secretarial services that may be required, including ASIC annual returns, maintenance of appropriate company records, minutes and resolutions, appointments, lead office for receiving the correspondence etc.
Business Strategies and Plans
We understand your business first and then, work with you using the combination of our technical expertise, our industry experience and access to the range of information in our database, to help you develop short, medium and long term strategies for your business. This service also includes preparation and submission of financial reports for the lenders, negotiation with the lenders on your behalf and sourcing the best funding vehicle for your needs.
Cost Reduction and Rationalizations
With our experience of reviewing various businesses and the experience in the field of finance, we can study your business against the benchmark and point out the inefficiencies, if they exist and assist to reduce your costs in various facets of your business.
Our Services
- Wealth creation and protection
- Investment reviews
- Superannuation and retirement planning
- Tax effective investment strategies
- Home and investment loans
- Leasing and asset purchase facilities
- Personal insurance (life, disability, trauma, income protection and business overheads)
- Annuities and allocated pensions
- Estate planning
Location and
Company Info
29/1 Jacobs Street Bankstown NSW 2200
PO Box 517
Bankstown NSW 1885
(02) 9709 2600
(02) 9790 0585
57 Balaclava Road Eastwood NSW 2122
PO Box 3776
Marsfield NSW 2122
(02) 9858 5744
(02) 9874 5320
Two Decades as a
Count Member