SME's

How Can PWA Financial Group Help Business Owners?

PWA has developed a range of strategies specific to assisting small business with wealth management.  These included tailored risk management, investment and insurance solutions.

Click on ‘Enquire Now’ to contact your Financial Planner today.  Start the discussion and put yourself on the path to financial security.

Tax and Accounting

Think your accountant can only help you lodge your tax return? Wrong! Your PWA Financial Group accountant is a small business expert and can help you run your business efficiently. They are experts in assisting you to manage your cashflow, structuring advice, and benchmarking your business against others in your industry. They are also able to identify opportunities to grow your business, as well as giving you tax advice and helping your measure your business’ performance with Key Performance Indicators. Having a close relationship with your accountant is a crucial key to business success!

Life Insurance

Life is full of surprises – both good and bad.  Insurance provides you with the ability to transfer the financial impact of some of the more drastic surprises that can happen.  Insurance will never compensate for the loss of a loved one, or replace their role in the family, but it can help reduce the financial burden by providing the capital to ensure you and your family have choices.

Answer the following simple questions:

1. Do you have a mortgage?
2. Do you have any personal loans?
3. Do you have any credit card debt?
4. Do you have dependants?
5. Would your financial position be affected if you were to suffer from an illness or injury (remember you would need to have enough capital to fund medical expenses and the ability to take time off work to recover)?
6. Do you want to have enough capital to look after your dependants if you were unable to care for them for an extended period of time or perhaps indefinitely?

If you answered yes to any of these questions, talk to your Financial Planner about a custom-made Family Protection Plan by clicking on ‘Enquire Now’. Easy!

PWA Financial Services Pty Ltd is a Corporate Authorised Representative of Infocus Money Management. Infocus is majority owned by its management team. They are not aligned to any of the Big 4 Banks. When you talk to your Financial Planner, you can be sure they will be recommending investments that suit your financial needs and objectives – not those of the Big Banks.