Your Business

Your business is probably one of your most valuable assets. Make sure it’s protected with holistic, future-focused financial planning.

Financial Planning for Business Big and Small

Our expertise lies in helping you build a solid foundation for your business that maximises the value of your investment.

Some important questions to ask yourself:

  • Do you have a business plan in place?
  • Is cash flow an issue for you?
  • Do you know how to manage debt in the most tax-effective manner?
  • Have you considered a plan in case something happens to you and you are forced to leave the business?
  • Are you taking advantage of super opportunities to save tax effectively for retirement?
  • What happens to your business if something happens to one of it’s key people?
  • How long would it take you to find and train a replacement if a key person were to suffer from a medical condition or die?


These questions are just a sample of what we’ll cover as we work with you and your accountant to create a solid plan for your finances so you can concentrate on taking care of your business.

How We Can Help

Articles That May Interest You

To see all these articles and more, visit the Merit Wealth How? blog and see our Resources page.

Want to Know More?

Contact us today and we will be in touch as soon as possible.