LET'S KICKSTART OUR RELATIONSHIP

with a 360 degree review

How could any adviser provide you with relevant advice
and support without taking the time and effort to get to
now all about your business and personal goals?

We make sure we know all about you via our KICKSTART 360 process because we need to ascertain…

1WHAT YOU’RE DOING NOW

An initial 360 degrees fact find to understand how your business operates

2HOW YOU’RE SET UP

Business structure review to asses tax efficiency and asset protection

3HOW TO PAY YOURSELF

Remuneration structure tax efficiency review and tax risk assessment

4HOW YOU COMPARE

Your industry performance comparison report and review

5WHAT STATE YOUR PERSONAL FINANCES ARE IN

A personal financial planning review to identify your risks

These reviews are entirely free of charge as they help form the foundations of our long-term relationship.

And it doesn’t have to stop there – if you want more support and guidance to achieve you financial goals our business success service is what you’ll need…