Services for small business owners

Effective support and business succession planning services

Running a small business is a complex and challenging task. At Ark Financial Planning, we understand these challenges as well as the passion that keeps small business owners motivated and focused on excelling each and every day.

We also recognise that many business owners are consumed with the day-to-day tasks of their enterprise; it can be easy to overlook the importance of having a long-term strategic financial plan for themselves.

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

  • Strategies and structures that can minimise taxation.
  • Leveraging readily available tax concessions that are generally not well understood, or well utilised, by many small businesses, and that can offer significant opportunities to save tax and build your wealth more efficiently.
  • Strategies to prepared 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 contact us.