Financial advice for small business owners
Financial advice for small business owners
Are you a small business owner or an executive? Do you face multiple financial challenges in addition to your work obligations? Your extremely busy professional life may leave little time for your financial affairs, which is a risk because such matters require careful attention. For this reason, Wise financial advisors provide expert financial advice to business owners.
The difficulties you face do not have to fit a predefined profile. For example, the overlap of personal and business finances may cause complications. Or perhaps you are having difficulty balancing risk in your business and investment portfolio. Whether you own a new or established business, our experts can provide financing planning for business owners in a variety of areas.
Need specialist financial advice for small business owners?
You work hard as a business owner to build a successful enterprise. Clients, suppliers, and employees all benefit from your positive contribution. But why should this come at the expense of making a contribution to yourself and your family? That doesn’t have to be the case, and that’s where Wise financial advisors come in.
We offer financial advice to small business owners, entrepreneurs, and self-employed individuals. All of our services are tailored to your specific set of circumstances and goals. Do you want to know how to best pass on your wealth? Are you unsure which tax breaks are available to you? Do you intend to retire soon? These are just a few of the questions that our team of experts can answer.
How Wise financial advisors help small business owners?
When it comes to the finances of business owners, there are two main factors to consider: growth and preservation.
Growth
- Cash management is the management of cash and debt.
- Tax planning entails identifying tax efficiencies.
- Keeping and attracting key personnel
Preservation
- Investment — either internal or external to the business
- Risk management and insurance planning
- Corporate tax planning
- Tax-avoidance strategies for passive income
- Planning for Succession/Exit
Frequently Asked Questions
Many small business owners are looking for ways to fund their businesses, and they may be wondering how to best raise capital. A financial advisor can help small business owners understand their options for raising capital, such as through loans, grants, or investments, and assist them in developing a plan for acquiring the funds they need.
Small business owners may be interested in finding ways to minimize the amount of taxes they pay on their business income. A financial advisor can help small business owners understand their options for minimizing taxes, such as through tax deductions and credits, and assist them in developing a tax strategy that aligns with their business goals.
Many small business owners are looking for ways to make the most of their financial resources and may be wondering how to best allocate their funds to support the growth and success of their businesses. A financial advisor can help small business owners understand their options for maximizing their financial resources and assist them in making informed financial decisions.
Many small business owners are concerned about protecting their businesses from financial risks, such as market volatility or unexpected expenses. A financial advisor can help small business owners understand their options for managing and mitigating risk, such as through insurance or contingency planning.
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Don’t take our words for granted, check out what the clients feel about our work and commitments.
The team at Wise financial advisors have been a huge help to my wife and me. Our planner has provided extremely helpful advice, including the creation of an SMSF.
Wise financial advisors worked with us to create well-defined goals and a financial strategy to support them. The team is extremely knowledgeable
My long-term accountant recommended Wise financial advisors to me. We knew we needed to get some strategic advice and structure our finances.
I am extremely pleased with the service provided by Wise financial advisors. I would gladly recommend them to anyone looking for a truly talented team of financial planners.
