Business Advisory Services

No matter what stage your business is in, we offer mentoring and guidance to set you on the right path.

Our passionate Accountants are dedicated to sharing their experience and expertise with business owners, fostering success at every stage of your business journey.

Start Up Stage

90% of startups that fail do so primarily due to their owner bad choices or lack of preparedness (self-destruction) rather than so-called “bad luck” or market conditions that were out of their control.

Thinking of starting up a new business or in the process and need some advice, Peer Wealth's business enthusiasts can mentor you and your business in the right direction.

We will provide you with tailored information in a way that you can understand, build a strong business structure, help you make strong financial decisions and teach you strategies that will help grow your business and save you money.

Our start-up services include:

Business start-up advice/mentoring
Business structure and asset protection advice
Business structure establishment (Company, Trust, SMSF)
Registrations like TFN, ABN, GST, PAYGO
Budgets and Cashflow forecasts
Accounting system setup and maintenance
One page Business Plan

Growth Stage

This is for business owners who are looking to improve their business's performance.

We can work along side you to help develop a plan that reflects your objectives and use our strategies, processes and experiences to drive your business.

Being qualified CPA accountants and business owners ourselves, we look at your complete business as a whole and implement steps in a holistic approach that will lead to a sustainable improvement.

Our business services include:

Review current business structure
Strategic Planning
Budget and Cashflow forecasts
Monthly/Quarterly/Half-Yearly Management reporting
Risk management
Profit improvement programs
Accountability programs
Detailed business performance reviews
Critical numbers reporting (Key Performance Indicators KPI's)

Expansion Stage

In business if your not moving forward you are moving backwards and if you get too comfortable or complacent you might get caught off guard.

Do you have a firmly established business ? Has your growth reached a horizontal line ? Do you feel like your business is in a routine or too comfortable? Would you like to take advantage of this level of stability and explore/ broadening your horizons?

Peer Wealth's business specialists believe they can help you achieve your expansion goals, guiding you with tailored and highly educated advice.