financial planning for business

Give your business the edge!!

Your business is very important to you and also to your employees.  Plan Your Future has various ways in which we can help your business.

Business Insurance – protecting the very business you’ve work hard for.

We can make sure that staff who are either important decision makers or income generators be insured to minimise the loss to revenue or capital should something unexpected happen to them.  We can also make sure your employees have adequate protection.  This will mean the insurance company pays them when you don’t have too (after an agreed waiting period).

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Corporate Superannuation – solutions made easy.

We can tailor a Superannuation package so that your employees have a quality choice to place their Superannuation Guarantee Charge (SGC) contributions.  We assist by putting this fund in place and ongoing advice to your appropriate staff members that make superannuation payments to employees.  You will have ease of management as the employer and your employees will have a quality superannuation solution.  There are also other employee benefits.

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Employer Benefits package – making you a more attractive employer.

This is a package that gives your staff ongoing training in areas of financial development.  For example, sessions on ‘Understanding Salary Sacrifice’ or ‘How to Invest Tax Effectively’.  These sessions are tailored to your business and the employees within.  By giving employees ongoing training in these areas, you are showing them you have a real interest in their financial and lifestyle wellbeing.

Based in the north Brisbane suburb of North Lakes, we service clients from Griffin, Strathpine, Petrie, Kallangur, Mango Hill, North Lakes, Deception Bay, Burpengary, Narangba, all the way to Sydney, Melbourne and beyond.  We come to you or you can meet us at our office.