Running a small business is no mean feat. Managing cash flow, staff, suppliers and the endless flow of paperwork is enough to test the resolve of the most patient owner-operator. Yet many wouldn’t have it any other way.

As small business owners ourselves, we understand these challenges as well as the passion that keeps us motivated and focused to excel each and every day. We also recognise that many business owners are so consumed with the day-to-day running of their enterprise it can be easy to overlook the importance of having a long-term strategic financial plan.

This is where we can help. As qualified financial advisers we can help you with:

  • Solutions and strategies to manage cash flow more effectively.
  • Strategies and structures that can legally minimise taxation.
  • Strategies to prepare for and plan your long-term financial security.
  • A business succession plan to seamlessly exit the business at a time of your choosing.
  • A strategy to protect your legacy (including asset protection strategies).

To find out more about our services for small business owners, please feel welcome to contact us or download our Small Business Owners Guide for further information.

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ICG Financial Planning Melbourne