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Planning For Business Owners

Planning For Business Owners To Grow And Protect Your Wealth

"You’ll be on your way up! You’ll be seeing great sights! You’ll join the high fliers who soar to high heights" - Dr Seuss

Putting all your eggs in one basket is never a good idea. But that’s exactly what many business owners do. They invest everything they can into their businesses and hope that they will be able to sell the business for a decent price when they retire.

Unfortunately, there is no guarantee that this will happen or that the funds realized from the sale will be sufficient to allow for a comfortable retirement.

Every business owner needs to plan

  • What if you become ill, suffer an injury or experience a sudden slowdown in business?
  • Will you have investments that can tide you over?
  • Have you extracted enough value from your business to match the lifestyle you want to lead in the future?

By being prepared can protect your financial future & lifestyle today and tomorrow.

Why Should You Consult With Tailored Wealth?

Tailored Wealth is a privately owned financial planning firm located in Maitland, NSW.

Like you we are a small business so we understand the challenge in finding that balance between revenue and operating expenses combined with the personal commitments of a mortgage, raising kids & investing for tomorrow.

It all takes money and planning to achieve and we help business owners find that balance.

Our professional team is led by Dan Walsh, a financial services industry veteran and Certified Financial Planner. He is a Member of the Financial Planning Association of Australia and also an accredited specialist in Self-Managed Superannuation and Direct Equities.

Dan is passionate about helping our clients to achieve a financially sound future through careful planning and flexible, smart investment strategies.

Why Choose Tailored Wealth? Here Are 6 Great Reasons

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We work with you to develop customized investment solutions that will match your individual needs.

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We do not buy into the Property vs Shares debate… like one is better than the other. They are both great assets to have on your side as you seek to build wealth. We will show you where it all fits in to your broader plan

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We do not limit our investment advice to a group of managed funds. We believe that is a lazy and outdated model. There is a smarter way to invest that offers the flexibility you need to get effective results.

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We help you make smart financial decisions that helps you to keep your business running in the event life throws you a curve ball, cover your financial obligations, and be assured of a comfortable retirement.

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Together, we will ensure that there is a safety net that will protect you and your business in difficult times.

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As business entrepreneurs and financial analysts, we understand your financial needs and challenges

Here’s How Our Services Help Business Owners

Like any well built home, financial security starts with the foundations. We are here for the long term and want to ensure your family & business is looked after in the event of life’s uncertainties. Financial Security starts with:

  • Strong cash-flow and a capacity to save
  • Insurance to protect your operating expenses
  • Financial Protection for your family
  • Wills and a Buy/Sell Agreement

Once you have these strategies in place you are in a position to build some serious wealth.

What Our Business Planning
Clients Say About Our Service

I always felt that Dan had my best interest at heart and felt that I could trust him to offer me the best advice possible for my own situation…

-Rachael Brecht 

I was interested in getting expert advice on what we should do with our finances. I felt that we connected personally with Dan and being of a similar age…

-Steve & Cassie Lawler

The Financial Planning industry is infinitely better than it was even during 1990s, as a young bloke I was sold by over promising sales people, so we…

-Pat & Janine Farrell

We were unsure of seeking financial advice initially as it’s hard to trust a stranger with your finances and you often hear of how it goes bad for people….

-Scott & Trish Nightingale

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