Business owners
Your business is part of your wealth plan.
For many owners, the business is the largest asset, the main source of income and the biggest concentration of risk. Personal advice cannot be separated from what is happening inside the group.
Business owner? PRM handles your tax.
Business tax returns and year-round guidance go through PRM, a separate business. FinForce looks after you personally: super, insurance, investing and retirement.
Personal financial security
Turn business success into deliberate choices.
We help owners make deliberate choices about how profits are used, where wealth is held, how debt is structured, what happens if a key person cannot work and how the family eventually benefits from the value being created.
The questions we help bring together
What owners recognise.
- CashHow much cash should remain in the business and how much should be directed elsewhere?
- Super & investingHow should super contributions and investment opportunities be prioritised?
- Debt placementAre personal and business debts held in the right places?
- Key personWhat would happen to the business, family and lending position if an owner died or became disabled?
- SuccessionHow should a future sale, internal buy-in or staged succession be planned?
- StructuresDo the companies, trusts and personal strategy still serve the same objective?
Connected expertise, clearly defined
Three services. Clear licences.
FinForce provides financial product advice through its authorised representative arrangement with Financial Force Pty Ltd. Accounting and tax services are provided separately through PRM. Home, investment and commercial credit assistance is arranged separately through Financial Relationship Management Pty Ltd, a Money Quest credit representative.
The advantage is coordination: the strategy can be discussed across the relevant professionals without pretending that one person or one licence performs every role.
Tax and accounting services are provided separately by PRM and do not form part of FinForce’s financial advice service unless expressly included and permitted.
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