you are busy running a #business
and a #life like a #realboss.
it's your job to drive #efficiency and #peakperformance to get results
and that’s what we deliver right across your financial world. consider us the #bestemployee you ever had
own your future and
Get #moretime for LIFE.
THE GAME PLAN
Streamline | analysis, goals and strategy, eliminate chaos and low performance
Systemitize | automate, increase efficiency and accountability
Strengthen | protect and grow your wealth
We optimise and align your financial performance across your personal life and business.
You pay people in your business so you know how much value to expect when you put people to work. Let us take on the job of getting your financial world and all of the admin sorted, and we'll make your money work and grow with an integrated strategy that straddles both your business and personal financial universe.
# REALBOSS PERSONAL
REVIEW and ASSESS your income, assets, spending, saving and debt.
CONNECT with your team - accountant, lawyer and mortgage broker.
CLARIFY your financial goals and life goals.
BUILD Your Financial Foundations
CREATE a spending plan.
AUTOMATE a savings plan.
TRACK your progress.
IMPLEMENT a debt reduction plan
PROTECT you and your family with an emergency savings plan
OBTAIN appropriate insurance
CREATE a comprehensive estate plan
GROW your wealth with a solid investment plan
OPTIMISE your superannuation strategy
# REALBOSS BUSINESS
REVIEW and ASSESS your income, assets, spending, saving and debt
CONNECT with your accountant, lawyer, bookkeeper & insurance broker
CLARIFY your business position plans and goals
TRACK your progress.
BUILD Your Financial Foundations
ANALYSE cashflow within the business and across to your personal accounts
CREATE accounts and buckets for tax and super
SEPARATE personal and business finances.
IMPLEMENT a debt review, consolidation and/or reduction plan
PROTECT your business with an emergency savings plan
OBTAIN appropriate business and key person insurance
REVIEW your business estate planning needs
REVIEW shareholders and buy/sell agreements and company constitution
PLAN your exit strategy
PREPARE your growth strategy - acquire, scale, grow or sell
UNDERSTAND what your business is worth and whether or not it is fulfilling its place in your overall life plan.
REAL BOSS PACKAGE
INITIAL MEETING COST - $250 for singles and $330 for couples.
YEAR 1 COST - From $10,800* (Monthly payment options available)
Our service is designed to help our clients grow wealth long term, therefore this program is a minimum 12-month commitment for any new clients, with our services and fees reviewed annually.
We offer ongoing advice, service and support as required from year 2 onwards, starting from $450 p/m ($5,400 p/a)*
If you choose not to continue using our services you can cancel at any time with 30 days’ notice after the initial 12 month period.
Fees will increase based on the complexity of your situation and additional structures/entities. Other fees incurred or professional fees such as legal, accounting or mortgage broker services are charged at cost.
*Year 1 Costs: range from $10,800 - $24,000
*Year 2 Costs: range from $5,400 p/a - $12,000 p/a