The Ultimate 8
Our mission is to help our clients realise what is possible so that they can secure their financial future. We do this through what we call The Ultimate 8.
The Ultimate 8 is how we deliver our services to you, focusing on Tax and Accounting, Protection, Cash Flow, Profit, Growth, Systems and Processes, Wealth and Retirement. These are key to making your great business even greater so that you can live the life you want.
What you need will depend on where you are at in your business and your personal life. By starting with your exit strategy, together we will create a roadmap of how you get there.
Let’s face it, nobody ever wants to pay more tax than is absolutely, and legally, necessary.
Tax and accounting is not just about the financial year end and lodging a tax return. It’s about year round planning and monitoring so that we can develop an effective tax minimisation strategy.
There is no point in making sure that everything is structured correctly if you have nothing in place to protect it.
Protection falls into four main categories:
~ Personal and business asset protection
~ Life, trauma and income protection
~ Estate planning
Cash flow goes well beyond your bank balance. Understanding and managing the cash flow in your business is what is going to help you to sleep at night.
Do you know how much cash you will have to run your business in the next week, month or year? Without cash flow you will not have a business.
Profit is not about generating more revenue in your business. Profit is what’s left over after you have paid the expenses and running costs for your business.
Profit is essentially your bottom line. So, how can we help you to improve your bottom line?
What mountain do you need to scale in your business to grow it? Growing your business is not about more sales and revenue, it is about running a business that can operate whether you are there or not.
What systems do you have in place so that your business will continue when you take that long awaited holiday? If you can’t take a holiday without the place falling apart then you most likely work in your business and not on your business.
How do you define wealth? Wealth means different things for different people. It can be as simple as having enough money for your next holiday or having enough money to retire comfortably earlier than you ever imagined.
Starting a business with the end in mind is something that very few business owners actually do.
Do you know where you want your business to take you?