As a small business owner, do I need a Plan B for retirement? (Video)

As a small business owner, do I need a Plan B for retirement? (Video) Alexis Wheatley CFP® As Principal of Wheatley Wealth Management, Alexis provides high-quality strategic advice to help her clients create and preserve their wealth. As part of the Financial Planning Association’s Ask a Planner video series, Alexis Wheatley CFP® answers the commonly asked question, “As a small business owner, I see my business as my retirement nest egg. So why would I …

Accountant or Planner – which do I need?

Accountant or Planner – which do I need? When it comes to sorting out money matters, where do you go to seek professional help? Can an accountant take care of your finances or should you be speaking to a financial planner? Discover more about the difference between these two support services and how you can benefit from both. Seeing an accountant is something that’s routine for most Australians. After all, lodging a tax return is …

Be a senior entrepreneur on your own terms!

Be a senior entrepreneur on your own terms! Many people over 50 are putting their skills and experience to work in their own businesses. Retirement is no longer the destination it used to be. If you’re like many Aussies who are heading into their later years after a lifetime of developing skills and expertise, you undoubtedly have more to offer, not less. If you’re thinking about starting your own business or considering how you’ll keep …

Nothing succeeds like succession planning

  Nothing succeeds like succession planning Small business is generally regarded as the backbone of the Australian economy, but that strong back is showing signs of age. With 30 per cent of all small business owners aged on the wrong side of 55i, it is important to have a succession plan in place. Ideally, succession planning should begin when the business is formed to ensure a smooth transition if and when the need arises. But …

Business solutions

Business solutions Businesses don’t plan to fail; they fail to plan.   Becoming your own boss is an exciting journey, but it pays to plan ahead to make sure it’s a success. We can help you get there. Common questions to consider What do I need to think about when starting a new business? What is a small business financial plan? Where should I go to seek advice? Should I insure my business? What are …