Latest news
Filter news articles
Our services
Accounting & tax
Whether you’re a start-up trade business, a small medical practice or a medico trying to get on, accounting and tax shouldn’t hold you back. We make the paperwork simpler.
Find out more
Estate Planning
If you don’t plan for the future of your family, what happens to them if something happens to you? Take the steps now to minimize their risk: we make the tough questions much easier to answer.
Find out more
Business advisory
Where do you want to take your business in the next five years? Ten years? Beyond? Working in partnership with you, we help plan the future with more confidence and peace of mind.
Find out more
Self-managed superannuation
Making sure you have enough for retirement means making sure you make the right decisions now. A self-managed super fund may be a great option whether you own a business or not.
Find out more
Financial planning
Is your money growing as you hoped? If not, speak to one of our financial planners for advice on structuring your investments to meet future financial goals for you and your family.
Find out more
Mortgage broking
Find a home loan that matches your lifestyle, ambitions and budget. We’ll offer loans from small independent lenders as well as the big boys. You decide. And remember, lenders pay us – not you!
Find out moreHow to Win in the Game of Business: Lead vs Lag Indicators
The principles behind winning in business and winning in sport are similar in many ways. Take tennis, for example. If you’ve ever watched a match on television, you’ll know that along with all the hitting, running and grunting there are a lot of numbers involved. And we’re not just talking about the score here. Each […]
So you’re in business: Are you an entrepreneur, a manager or a technician?
“You need to work on your business, not just in your business.” Made popular by The E-Myth Revisited author Michael Gerber, it’s advice I’m sure you’ve heard dozens of times over the years (I certainly have). But despite being told over and over again, many small business owners still don’t seem to truly understand what […]
7 tips for buying property with your superannuation
Unless more Australians start making smarter superannuation and investment decisions, many won’t have enough to retire when they imagined or live the type of lifestyle they expected. The Ready to Retire study from 2017 found that the average Australian worker currently has around $200,000 less than they will need to live comfortably. A lowly 22 percent believe […]
Manage your own retirement fund: 9 steps to set up your SMSF
Are you worried that your hard-earned money is not working hard enough for you? That your dream of your golden years spent on the golf course or with loved ones on the beach is fading fast? Think you can do a better job yourself – by managing your own super? You may be right. A […]
3 Reasons A Personal Budget Is Vital For Achieving Financial Goals
If a business owner said to you that they run their business without a budget, what would you think? You’d think they were incompetent. Or perhaps lazy? Or both? But what do most families do? When you think about it, a family is actually a mini business. There is income, there are expenses and there […]
3 Reasons Your Business Needs A Budget Now
For many, the word ‘budget’ is about as appealing as the word ‘diet’. It seems to imply what you will go without, rather than what you will achieve. To a successful business owner, however, the word ‘budget’ has a very different meaning. It’s more like a map than a diet. It’s an outline of where […]
Looking to Recession-Proof Your Business? 11 Steps to Emerge Strongly From the Next Recession
It’s no secret that a slowdown or contraction in economic activities happens from time to time. Many business owners reading this will have experienced the Global Financial Crisis and/or the COVID-19 outbreak. If you still have a business, you clearly made some of the right moves. Which leads to the question – what are the […]
Future-proofing a business: 7 ways you can avoid the Uber phenomenon
If you once ran a thriving taxi company that started to fade when Uber burst on the scene or a hotel that suffered from the impact of Airbnb, you know what the word “disruption” means. You probably don’t do either of those things but could the business you do run be equally at risk from […]
Personal Insurance for Business Owners: Your 5 Best Options
It’s easy to be wise after the event. Taking out certain types of personal insurance is being wise before the event! What happens if you’re in a bad accident and need to take an extended period off work to recover? Or you were left permanently disabled – or worse? What would happen if you got […]
Taking Cover: 5 Types of Business Insurance You Should Consider
Whoever said, “You can never have too much insurance” obviously never had to pay the premiums. Still, there’s no denying the fact you need it to protect your business and its assets. So you probably have building and contents, public liability and public indemnity insurance. But what else should you get cover for? What else […]
Key Person Insurance: Could Your Business Survive Losing One of Its Key People?
As much as you try to share skills, knowledge and information in your company, you probably have some people who are key to your business’ success. It might be a Director or the CEO, whose vision made it a success in the first place. It might be your star salesperson, or someone in your IT […]
Small Business, Big Decisions: Why Savvy Business Owners ‘Rent’ CFO-Level Experience
Larger businesses have a Chief Financial Officer (CFO) on staff. But what can small and medium sized businesses do in this regard? Clearly, larger businesses can afford an in-house CFO. But it goes beyond an affordability issue: Large, successful businesses also understand how crucial the CFO role is to their business performance. The CFO in […]
JobKeeper 2.0 – How the Building & Construction Industry has been locked out
You don’t need to be a genius to realise that Building & Construction is a “long lead time” industry. It takes months or years to get a project off the ground, and months or years to complete it. So, the impact of the “buyer’s strike” created by the COVID-19 recession (and tighter bank lending policies) […]
A Trap that Causes Many Businesses to Go Broke, While They’re Making a Profit
There’s a saying in business, “You can go broke making a profit.” And another, “Cash is king. Profit is theory.” As you know only too well, you don’t pay rent, meet payroll or pay your bills with profit. You pay them with cash. A business can make a lot of sales, have a book full […]
Why Some Business Owners Lose Their Home (And Some Don’t) When Business Goes Bad
As a business owner, there are plenty of things you need to manage, and two of the most important of these are assets and risks. In other words, building your wealth and protecting your wealth. There’s no point building a lot of wealth if the way you have things structured behind the scenes means that […]
Financial Health Check: Identifying Risks
Published: May 11, 2020 With financial health comes freedom.To achieve financial health you have to take stock. It’s important to look at your situation and look at the big picture.There is a variety of information that plays a role in a financial health check. Some will require more attention for others, dependent on your personal […]
6 Tips for Making Better Business Decisions
Published: May 10, 2020 As a small business owner, decision making can be stressful, especially when there’s a lot on the line. However, decision making is one of the key aspects of the job description. Just like Neo in The Matrix, you will be required to make many decisions, both big and small. Do you […]
6 Characteristics of Successful Project Managers
Published: May 9, 2020 If you’re the man in charge of construction projects, you know the tremendous amount of work it takes to keep everything running smoothly. You can have upwards of a hundred people work on a site for months or even years, with tight budgets and potential risks arising every day. With that […]
Top 10 Issues Facing the Medical Industry in 2020
Published: May 8, 2020 The medical industry is one of the most financially stressful fields to work in, from struggling university student to practice owner. We recently spoke to a group of medical practitioners about how to solve their financial problems and set up their practices for success. After our presentation, we also got to […]
Top 10 Issues Facing the Construction Industry in 2020
Published: May 7, 2020 Last year we covered the top 10 issues facing the construction industry in 2019, which was read by thousands of people and helped construction companies solve their problems. We decided that we should update this list, and check in on the new challenges that construction business owners were facing. The new […]
Top 10 Issues Facing Small Businesses in 2020
Published: May 6, 2020 If you’re a small business owner, there’s no reason why 2019 can’t be your best year yet! Set your goals, put in the work to achieve them and take your business to the next level. Of course, to do this you will have to overcome many hurdles along the way. It’s […]
Why Every Profitable Construction Business Needs a CFO
Published: May 5, 2020 Every profitable construction business in the struggling Perth building sector at the moment is likely to have one thing in common – a good CFO. That CFO is often an outsourced specialist who provides these builders with regular business advice based on their specific circumstances. How can you tell if you […]
Cash Flow Tips to Improve Your Business Bank Balance
Published: May 4, 2020 As a business owner, you have more power with a little cash in hand. Having a healthy business bank balance means you can: Purchase equipment and other assets to grow your business Finance expansions to production capacity Developing and marketing new products Entering new markets and take on new business opportunities […]
The Top 5 Reasons Why You’re Losing Money on Construction Projects
Published: May 3, 2020 Losing money on a construction project causes financial headaches (and in some cases, disaster) for the businesses and contractors involved. Being experienced business advisors in the Perth construction sector, we understand how it can happen. But more importantly, we also know how losing money can be avoided. Our business advisors put […]
Increase Profit in Your Construction Business So You Can Buy A Ferrari
Published: May 2, 2020 If you want to reward yourself with an expensive toy for all the hard work you’re putting into your Perth construction business, there’s one sure-fire way to do it: INCREASE PROFIT. You know that solid foundations are the key to anything you build. It’s the same with planning to increase profit […]
Why Doctors Should Start Thinking About Their Retirement Now
Published: May 1, 2020 Retirement, it is an inevitable part of life. For some, it will come sooner than others. Doctors are especially notorious for working well past the usual retirement age of 65, and this can be due to a number of reasons. However, if you start thinking about your retirement when you are […]
Our services
Accounting & tax
Whether you’re a start-up trade business, a small medical practice or a medico trying to get on, accounting and tax shouldn’t hold you back. We make the paperwork simpler.
Find out moreEstate Planning
If you don’t plan for the future of your family, what happens to them if something happens to you? Take the steps now to minimize their risk: we make the tough questions much easier to answer.
Find out moreBusiness advisory
Where do you want to take your business in the next five years? Ten years? Beyond? Working in partnership with you, we help plan the future with more confidence and peace of mind.
Find out moreSelf-managed superannuation
Making sure you have enough for retirement means making sure you make the right decisions now. A self-managed super fund may be a great option whether you own a business or not.
Find out moreFinancial planning
Is your money growing as you hoped? If not, speak to one of our financial planners for advice on structuring your investments to meet future financial goals for you and your family.
Find out moreMortgage broking
Find a home loan that matches your lifestyle, ambitions and budget. We’ll offer loans from small independent lenders as well as the big boys. You decide. And remember, lenders pay us – not you!
Find out more