We celebrate the entrepreneurial spirit and the journey of starting and growing a small business. You work hard for your money, don’t leave it on the table by not having the correct strategy and structures in place to capalise on your hard work. We’ll show you how to work for your money once, and let it work for you forever.
As a business owner, ensuring that you and your family retain as much of your hard-earned money as possible is crucial, especially when managing the impact of taxes. It’s natural to feel cautious about profits, but in reality, generating profits in your business is an opportunity for growth and financial advancement. Profits enable you to access more favourable lending options and, importantly, create a pathway to more sophisticated tax and wealth strategies.
One effective strategy is directing profits through a family trust and into an investment company. This approach offers the potential for greater control, asset protection, and opportunities for creating long-term, intergenerational wealth.
By working with a trusted financial advisor, you can navigate these strategies confidently and ensure that your business is not just a source of income, but a vehicle for sustainable wealth creation for you and your family.
As local Newcastle financial advisors, we understand the unique challenges of running a small business here. We’ve helped dozens of entrepreneurs grow their wealth while minimising tax and stress. Ready to take control? Take our quick quiz—“Is Your Business Structured for Success?”—and see where you stand.
Insight Investment Partners AFSL 368 175 Authorised Representative: 1304451 Corporate Authorised Representative 001310645
Tenex Wealth Wealth Pty Limited ABN 32 674 328 619
This website contains general advice only. Please contact me to determine whether the information is appropriate for your particular needs, financial situation or objectives prior to making a decision.