Business Owners

Business Owners

Business owners have a myriad of unique and challenging financial considerations that they must navigate in addition to planning for their own futures. We understand the complexities of business ownership and have worked with numerous small businesses in Perth to develop and execute simple solutions which address these unique challenges both during and beyond their business.

Our comprehensive suite of services and experienced advisers are adept at helping you achieve a secure financial future. We understand the financial market and financial planning issues that may impact your ability to build greater wealth. Listed below are some of the ways in which IFP can help you and your business reach your financial potential:

  • Develop a financial plan and investment strategy - to build assets away from your business
  • Effective tax minimisation strategies
  • Retirement and transition to retirement plans for small business owners
  • Superannuation and own your business premises inside super
  • Key person insurance - protect the key people and revenue of your business
  • Partnership protection - ensure you have appropriate funding mechanisms in place for buy/sell partnership agreements
  • Establish a protection plan - to protect your business assets
  • Income protection and disability insurance for small businesses and self-employed
  • Identify the most efficient legal structures for your business
  • Alignment of personal and business goals and plans