Business Consulting

Which ever stage your business is in we can help

We are enthusiastic about giving business advice and creating business structures and plans that will guide SME business' to achieve and sustain success.

We have a step by step process designed to help you achieve your business goals. When you come to Peer Wealth, you will meet with highly educated CA's that will assess your businesses current position, understand what is important to you,  address your personal and business goals and provide you with tailored advice and strategies that will  save you money and grow your business.

 
 
 
 

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

Get in touch with our business consultants by leaving a message here.

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)

Get in touch with our business consultants by leaving a message here.

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.

 

  • 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)

Get in touch with our business consultants by leaving a message here.

Exit Stage

 

 

You may have navigated the expansion stage of business and reached the two options; 1. Push for further expansion or 2. Exit the business.

 

Or maybe your wanting to explore another career, start up a new business or retire.

 

Peer Wealth can guide you through this transition helping you make financially supported decisions.

Get in touch with our business consultants by leaving a message here.

 

2017 SNB Business of The Year

2017 

Professional Services Award

Tel. (02) 8014 7608

Email. info@peerwealth.com.au

Mon - Friday 8:30am-5:30pm

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Manly Office

202b / 39 East Esplanade Manly NSW 2095

Forster Office

12 Wallis St Forster NSW 2428

 

Mon-Friday 8:30 - 5:30pm

Liability limited by a scheme approved under Professional Standards Legislation.* *Other than for the acts or omissions of financial services licensees