While the other services focus on the business, this service focuses on you, the business owner, and your personal financial goals.

• What it is: Holistic advice on managing, growing, and protecting your personal wealth that has been generated through your business.

• Key Activities:

  • Retirement Planning (SMSF): Advice on strategies for retirement, including setting up and managing a Self-Managed Super Fund (SMSF).

  • Investment Strategy: Helping you develop a strategy for investing outside of your business to build wealth and diversify risk.

  • Estate Planning: Ensuring your wealth is structured and protected to be passed on to your beneficiaries according to your wishes, often in conjunction with a lawyer.

  • Risk and Insurance Advice: Recommending appropriate personal insurance covers (life, TPD, trauma, income protection) to protect your assets and family.

  • Debt Management: Structuring personal and investment debt efficiently.

• Why it’s valuable: It ensures that the wealth you create in your business effectively translates into personal financial security and helps you achieve your life goals. It connects your business success to your personal financial future.

In summary: A full-service firm like Imoney can help you from the ground up: ensuring compliance (Tax & Reporting), using that information for strategy (Tax Advisory & Business Consulting), and finally ensuring that success benefits you personally (Wealth Advisory).