Successful business owners

How to achieve financial fitness

Anyone who wants to improve their physical health benefits, work with a personal trainer. Financial fitness is no different.

An expert trainer gets you further than you could get by yourself. When it comes to getting fit, it’s almost impossible to push yourself to the limit. That’s why so many individuals swear by their personal trainer, and that’s why professional teams use coaches.

We expect world-class sports figures to work with coaches. Whether it’s Australian Rules Football, the English Premier League, or the Olympic swimming team. Elite athletes and teams use coaches to get results they could not achieve on their own. Good coaches have insights that even professional athletes can’t see themselves.

Find out how to achieve financial fitness

Too busy looking after your business to look after your future?

At ITL Financial Planning we understand the complexities of modern business.

We share the load and free up your time by delivering solutions to problems like:

Protecting your businesses value
Protecting your business from the loss of key persons
Making the best use of debt to grow your business
Ensuring you have a smooth transition plan to exit your business; and
Ensuring you can enjoy the self-funded retirement you deserve.

We work with experts in every area of business. So for example if you’re planning an exit strategy we can work with you, your business partners, your tax adviser and your legal adviser to provide a smooth transition and peace of mind for your family, business partners, clients and team. By letting us focus on your longer-term plans you can get on with running your day-to-day business, relaxed in the knowledge that your wealth is protected and your money is working for you.

Do you have an exit strategy?

You’ve worked hard to build your business but have you thought about what you will do when the time comes to leave? Or what you would do if one of your business partners left the business?

Whether you’re planning to sell your business, pass it on to a family member, or even close your business when you’re ready to retire having the right exit strategy can help you maximise your sale price, minimise your tax bill, enabling you to fully realise the value you’ve built.

The right exit strategy also means you’re always prepared for the unexpected, so you have peace of mind that you and your family will be safe, whatever life throws at you.

Find out more about successful business planning

Paid off your mortgage but neglected your super?

As a successful business owner, you may have decided to invest your money into paying off your family home rather than topping up your super.

However, if you’re starting to thinking about retirement you might be wondering if your existing super will be enough to retire on?

Or you may have decided you want to enjoy the benefits of your own SMSF, but you know you’re just too busy to set it up or manage it. Either way, ITL Financial Planning can take away the stress and time pressures involved with managing your money.

At ITL Financial Planning we can help you prepare for

and enjoy your retirement by putting proactive strategies, structures and investments in place now. Proactive strategies, structures and investments that enable you to:

maximise your chance of maintaining your lifestyle in retirement;
optimise the resources you have now; and
sleep peacefully at night, knowing your money is working for you.

Mark’s story

Watch our video below to learn about Mark’s journey with us.

Looking for a financial team who really understand business?

At ITL Financial Planning we understand the needs of successful business owners because we work in partnership with them every day.

We get that when you are legally liable for every decision you make for your business, it’s really, really important to get it right.

We work in partnership you, your business partners, your tax adviser and your legal adviser to deliver the best solutions for your life goals.

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