It’s very important to do an annual check-up on the financial health of your business and investments; the end of each financial year is the time to do it! We aim to meet with our clients in April, May and June each year to ensure we don’t miss any opportunities to mitigate tax or implement any beneficial strategies before the end of June each year.

Our Financial Diagnostic takes our clients through a structured process to look at the past, present and future. For example, we may look at how many days debtors are overdue; how much tax will they be paying and what can be done to minimise it; should they put more money into superannuation; do they have the correct business structure, etc.