Can you quickly identify how to increase your business value or personal wealth? TRUST can.
TRUST will gather key information to understand your needs and identify gaps. The overall aim is to save money (through tax minimisation), increase revenues, and derive true value.
TRUST is completed online, and for free. It takes about 30 minutes of your time, but it’s time well spent.
The TRUST process
- Answer questions about your business and/or finances.
- We analyse your answers and identify key areas where gains might be possible and where downsides can be avoided.
- We provide you with a detailed Client Service Plan, including a summary of your Top Five Action Items to keep you on track.
After completing TRUST, it’s time for us to do the work. We will send you the report your information has generated, and then contact you for a time to discuss the findings. Don’t worry, there’s no charge for this meeting. From here we can look at how to help you – with a guarantee of transparent services, upfront fees and realistic deadlines. And that’s a guarantee you can trust.
Select from one of three TRUST diagnosis templates:
Focuses on general business issues
For investments, wealth protection, retirement planning & estate planning
For income tax, investment, insurance protection, savings or debt management