Let me ask you a question (or two!). Is investing in your business your wealth creation strategy? Have you invested substantial capital and time into designing a lifestyle centred business to which you are now reliant for your cash flow?

In business, we want to attract the right clients, generate an income to support our lifestyle, grow our business in a way that reflects ourselves and the direction we want to go, and feel valued and appreciated so that our customers want to share our products and services with others.

The thing is, often we become so immersed in the business it becomes our job. We’ve got our head down running in heels to keep generating cash flow and paying the bills. We lose sight of why we started the business in the first place, it can even become a grind. Often, we make decisions that aren’t consistent with our brand, our life strategy, our wealth creation plan. We forget to get the money out of the business and into our own hands so that we can enjoy life. You know, the reason we started the business in the first place!

The question is, is this really investing?

Are you across the risks and rewards? Such as:

  • How do you make money in your business?
  • How much do you need or want to make, to make your business worth your time, effort and energy?
  • Is the business reliant on you to be there every day?
  • What protections are in place?
  • Where do you spend or invest your money?
  • Do you have sufficient diversification?
  • Are you maximising every opportunity and optimising wealth creation?
  • How does the business fit with your overall personal financial plan and life strategy?
  • What is your exit strategy?

When a businessperson understands these points, they’ll see what is possible and what isn’t. If you are a business owner or entrepreneur and need some support, we’re here for you.

At Finesse we educate our clients about business and money so they understand why particular investments are suitable for them, how they are to be structured, and what the benefits and risks are.

Call us on 1300 026 800 if you’d like to chat about building a team of trusted advisors to guide and support your strategic business planning and investments. We’ll set aside some time exclusively for you where we’ll answer any questions you may have about your business investments. No pressure whatsoever, let’s see if we can help you and your business and if we’re a good match to work together.