Your needs
Evaluate as you go
As you progress financially, it's prudent to regularly take stock of your financial position. You need to ensure that the strategies you have employed to date are accumulating and protecting your income and assets - and will continue to be appropriate for you as you enter each subsequent phase of your life.
As a business owner, it is important to know about the many options available to structure and protect your income and assets to ensure that your net position is optimised at all times. No matter what the stage, our objective is to make your life straightforward and free from worry and concern.
Business Owners
Our Business Owner clients have benefited from our team's many years of executive and business planning experience. As a result, their existing business assets are protected, including their key people, and the future viability of the business is planned for and protected.
Executives and Professionals
By understanding their options, planning accordingly and moving forward confidently on the co-ordinated advice of our qualified professionals, our Executive and Professional clients, working both within and outside of Australia, have realised significant benefits.
Pre-Retirement
A particularly important time to pause, reflect and take advice, there are many strategies that you can employ in pre-retirement to accumulate assets tax effectively. This can occur both inside and outside of superannuation to ensure that you maximise your potential retirement income streams.
Retirement
Once you retire, given the right strategic planning, you can rest easy knowing exactly how much you can afford to comfortably live on. At MPR Strategic Wealth, we want you to enjoy your well-earned retirement years.
Rewards Versus Risks
Small Business Owners (SBOs) are a special group of clients that require specialised financial advice. They need a partner that understands the issues to be considered and managed and that have the skills and experience to work through these issues. At MPR Strategic Wealth, we have extensive experience in helping SBOs, working closely with your other advisers and accessing experts to address the specific key issues confronting your business. Risks include loss of business and family assets, the breakdown of relationships between business partners, and the stress on family life associated with starting up and managing a small business.
Build Wealth Outside the Business
While the business usually forms a key part of a SBO’s wealth, it’s essential to also build wealth outside the business in a structure that can have some protection from potential creditors. This ensures that your family’s financial position remains protected while the business moves through the various business stages of the economic cycle.
Business Succession Planning
Small businesses often involve business partners who may have an equity interest in the ownership of the business. It’s essential for all equity owners that the business can survive both financially and operationally if it suffers the loss of one or more business partners. We can assist in succession planning for sole business owners, and also with the careful planning and structuring of business succession arrangements with funding solutions.
MPR Strategic Wealth can also assist you with:
- Personal Insurances
- Cashflow Management
- Asset Protection
- Investment Management
- Debt Management
- Estate Planning
- Philanthropic Strategies
To discover how we can specifically assist you, contact MPR Strategic Wealth now for an initial consultation.
