Financial Advice Small Business Owners


Small Business Owners


We strongly believe being self-employed is the second hardest occupation in the world (parenting is definitely the hardest). When you are employed you have the luxury of only doing what you are good at doing and not having to worry about the rest.

If you are good at accounting, you are the accountant. If you are good at marketing, you are the marketer. If you are good at plumbing, you are the plumber.

On the other hand, if you are self-employed, then you have to do everything! Regardless of your niche or skill set, you have to be across everything. You are the accountant, the marketer, the HR consultant, the business strategist and even the plumber in some cases!

That is what makes being self-employed so difficult, there are so many areas of concern to be across. In my experience, when you need to be across so many things something always gets missed.

In a lot of cases, it is Business You.

Are you in control of your own financial situation? Have you got a “business plan” for Business You? Do you have a plan to build long term wealth and a Plan B if things go wrong?

This is where we come in!

We can help you


      • Purchase your first home (or next one)
      • Understand superannuation, ensuring that regular contributions are going into your account and you are building long term wealth through personalised financial advice
      • Protect your income in the event you are unable to work due to injury and illness
      • Build up your investments, enabling you to retire earlier and live the lifestyle you want to live
      • Manage your finances and help with the paperwork, leaving you more time to focus on your job and having a good time!

If you need a CFO for Business You, book in a complimentary 30 minute strategy session with us now!