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BUSINESS REVIEW

Business review Innovus advice small business wollongong illawarra financial planner financial adviser corporate accountant auditor paul wright best financial planner in wollongong

You’re working really hard, but you just don’t seem to be getting the rewards you think you should be.

You know you have a great business, but you are spending so much time doing the doing that you can’t find a way to make any improvements.

You want an experienced adviser to take a look and give you some things you can work on.

Our Innovus Business Review Service has been designed for you.

~$550 per month

WHAT YOU WILL GET OUT OF IT

Clear picture of where you are now giving you confidence & peace of mind

Comprehensive Business Improvement Plan in writing

Detailed cash flow projections and modelling

Recommendations in relation to tax minimisation strategies (within the law!)

Prioritization of multiple goals

Assistance with implemenentation and accountability to help measure success and progress

Financial scenario modeling, including “what if” answers

WHAT WILL WE DO?

Review in detail your current business situation, encompassing financial, operational, management and structural aspects

Prepare Comprehensive Business Improvement Plan

Review all aspects of your business as it stands today, including any related entities – companies, trusts, self managed super funds, business entities etc.

Assess and recommend debt reduction strategies

Check in with you to keep you accountable in implementing our recommendations and make sure you are on track

WHAT'S INCLUDED FOR YOU

30 Minute No Cost No Obligation Chat

60-75 Minute Consultation (in person or online)

Comprehensive Business Improvement Plan outlining our recommendations

Assistance with implementation of recommendations

Quarterly video or telephone catchup to plane and agree next steps

Free Questions for 12 months

Unlimited Access to our whole team

Access to our library of educational videos

Every business is different, some large, some small, some simple some complex. We can’t specify what the cost to you will be until we know what’s involved. What we CAN do is promise to agree a fee with you upfront before we commence work so you get no nasty surprises.

TYPICAL COSTS FOR THIS SERVICE

From $550 per month plus GST  with a minimum 12 month commitment if paid by instalments or $6,000 plus GST if paid upfront in advance.

SO YOU’RE READY TO GET STARTED? US TOO!

GET STARTED

I didn’t know where to start, I just knew I needed to do something. Paul and the team at Innovus advice were great and explained everything to me so I had a better idea of what my future could look like. It gave me great peace of mind.

– Melissa, Single No Kids

LEARN MORE ABOUT FINANCIAL PLANNING

Paul is your personal advisor and wants to share some of his insights after 40 years in financial planning with you.
Read some of our thoughts on finance, business and personal growth here.