We will work with you to find out what it is that you require to cover off on all of your compliance requirements firstly, then we will start to drill down with you to see the important aspects that you require to maintain and improve your lifestyle such as:
* designing an asset protection strategy from the outset to safeguard against potential claims on your hard earned and accumulating assets;
* reviewing and implementing appropriate insurance cover to protect your income, family, business and hard earned assets;
* putting in place a robust estate plan to ensure that your estate goes to the beneficiaries you want and control of your estate is given to the person who will carry out your wishes;
* conducting a tax planning meeting at least annually to make sure that all appropriate tax deductions are explored and implemented where cash flow permits;
* constructing a retirement strategy using superannuation, including SMSF's, as the investment vehicle to launch into wealth creation;
* reviewing your existing home/investment loans with a view to maximising the use of what you own in the property (equity) to create income that can then pay down the personal and non-deductible portion of the mortgage (debt) using debt-recycling strategies.
* conduct an analysis of your current business practices with a view to systemise those aspects that can be delegated to someone else to free up your time to work on growing your business with customer acquisition and retention strategies.
So depending upon what we agree to do, your Fixed Fee package will include some, most or all of these services.