Knowledge Centre

Family Business

  • Succession planning isn’t the end—it’s the beginning

    When it comes to succession planning, many challenges family business owners face stem from the fact that the next stage of their life is unknown. There’s a reluctance to hand over the reins because they simply don’t know what’s coming….

  • “Are you ready?”

    The importance of having the right team of experts on your side. Life is unpredictable. You may think there’s still time to make plans for your business, to put things in order for your retirement—but significant life changes can happen…

  • Valuable money lessons to teach your kids

    There are many resources available to help parents talk about money with their kids, yet many parents still find it challenging. Many parents do not know how to talk to their children about money, what they should be saying, and…

  • Planning for wealth

    Most family business leaders feel the weight and burden of being the key decision maker of personal wealth decisions and largely feel unsupported in this role. In this paper I outline the key financial challenges and family considerations that can…

  • Special Report for Family Business

    We’ve spoken with family business owners and specialist family business advisors across both Australia and the US to uncover the most pressing issues facing you today—the ones that keep you up at night. This Special Report guides you through a…

  • 5 Reasons to Make Philanthropy a Family Affair

    A growing number of successful people have a strong urge to “pay it forward” by financially supporting causes and organisations that are near and dear to their hearts. Many business owners already make regular charitable contributions. Once you become successful,…

  • Life wasn’t meant to be easy – but this plan will help!

    Family Business Owners live in fear of being the sinking ship. What happens to them, and their family if they are the one who brings their business down? There is one easy solution that can help them plan through a…

  • What do Business Owners with a family often neglect?

    The lives of our clients are particularly complex. Putting together a plan that simplifies matters is so important. It will reduce uncertainty and help maintain your lifestyle. It will also remove a lot of stress from your life. We met…

  • UNEARTHED! The business nest egg fallacy

    Relying on your small business for your retirement can be a foolish strategy. Many family Business Owners fear they could become the sinking ship. That is, the one who brings the business [and eventually] their family down. Many of the…

  • To Leverage or Not to Leverage?

    Benefits of managing debt in your new business Our last blog covered key points to consider when starting your own business. Today, we reveal the key questions we receive from those considering, or those that have just opened a new…

  • Personal advice for complex lives Stephan Independent Advisory took the time to understand our situation & tailor their advice & solutions to our specific needs which, being a business owner, can be quite complex. Paul Marsh - Principal P2 Group - Business Owner
  • Enjoy the fruits of working life Joe & James were able to provide me with the impetus to take the next step into retirement which could have been delayed without quality financial advice. Dr. Kevin Adams Self Funded Retiree
  • Professional practice to be admired Joe & James' professional practice is to be admired. They are always there for his clients when needed. They freely pass on their expert knowledge without hard product selling techniques. Dr. Elspeth Mckay Associate Professor

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