Financial Advice for Business Owners

The best thing you can do to provide certainty around your financial future is to prioritise it.

Reaping the reward from effort as a business owner takes time, structured discipline, and planning. These elements are the fundamental steps we focus on when working with you and your business.

The stakes are high for business owners with often a lot of educated risk on the table. Unforeseen circumstances can create waves at any time and as owners, we are often taking care of everyone else first… and subsequently ourselves last. When you work with Diamond Partners we make you our top priority and ensure your financial success is never left to chance.

At Diamond Partners we take time to understand the mechanisms in the wheels that drive your business. Importantly, we listen to the needs and goals of individual director/s and respective families to formulate a plan that capitalises on the opportunity you have already created.

Via this bespoke service, you will be working directly with our director, Bridget MacKenzie, who  is passionate about sharing her knowledge and skills in both business and financial planning. Understanding the demands placed on business owners is something she knows well, and combined with her experience in working with complex tax/asset structures and growing and scaling a profitable business, Bridget’s insight is invaluable.

Key business financial planning services include :

• Collaboration with existing third-party professionals to optimise financial outcomes
• Review of existing tax/asset structure and movement of funds
• Cash flow analysis and financial statement review
• Goal creation
• Examination of direction of wealth/cash flow and personal asset accumulation
• Risk mitigation/planning, including buy/sell agreements
• Succession planning