Financial planning for business owners

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Why Choose Whole Wealth?

Unlike most traditional financial planning firms, Whole Wealth are business specialists. We have experience in the corporate world, small business sector, and the government. Whole Wealth's team has diverse background of skills that range outside of financial planning including advertising, sales, business systems, logistics, contracts, and telecommunications. So we go beyond looking through the lens of superannuation or insurance and provide real business advice that you enhance your business and add value. 

Besides financial planners we also have lawyers, certified practising accountants, chartered accountants, mortgage brokers, systems analysts, graphic designers, copywriters, project managers, and website designers. We have the expertise to grow your business at any stage of it's development. Your wealth strategist (financial planner) leads the team who are masters of their own specialised areas and make sure that each professional is working towards a clear and shared goal.

When should a professional seek financial advice?

Starting your Studies
Buy a Business
Starting a Family
Considering Divorce
Applying for Grants
Thinking to Invest
Purchase a Property
Considering Retirement
Starting a Business
Move in with Partner
Saving for a Car
Stop Work (Injury/Illness)
Selling your Business
Getting Married
Saving for a Holiday

Where do I get independent financial advice?

Financial planning for business owners in Brisbane CBD

Level 3, 155 Queens St, Brisbane, QLD 4000

Financial planning for business ownersin Sydney

Level 2, 11 York St, Sydney, NSW 2000

Financial planning for business owners in West End, Brisbane

MPR Room, 11 Beesley St, West End, QLD 4101


February 26, 2018

Small business bosses are being forced to use their homes as "piggy banks" to sustain cash flow, pay wages and keep their doors open, analysis of residential property refinancing reveals.

Equity draw-downs from rising residential property values has increased by more than 50 per cent in the past six years as property prices soared and unsecured loans for small business slows, analysis shows.

"Small business is doing it tough and...

August 21, 2017

Being self-employed requires an entirely different ‘mindset’ to being an employee.

In our own experience, and in our observations of other business owners, a number of particular attitudes need to change if we are to succeed at – and enjoy! – running our own business.

The main change in attitude is to ‘let go’ of the relationship between time and reward. If you are an employee, you make a basic deal with your employer. You sell...

March 6, 2017

As any business owner knows, there are ways to express the cost of anything: before tax and after tax. And as any successful business owner knows, it is the after-tax cost that needs to be minimised.

This is especially important when it comes to the interest you pay on your debt. Minimizing the real after tax cost of debt is necessary to maximize the real after tax return on your investments – including the investment you are m...

January 23, 2017

This story was recently told to us by a fellow Dover adviser. He does a lot of work with doctors.

Dr Ethan and his wife Esther migrated to Australia in 1988. They were Russian Refuseniks, brought to Australia from the USSR under a special deal done by the then prime minister, Bob Hawke.

Ethan’s medical qualifications were not recognized so he took a job as a trainee nurse. He completed the training and then applied to medical sc...

January 12, 2017

Most business owners eat at least one meal a day in the office or factory. So here is some good news: if you run your business through a company or trust, then the food you eat at work is probably tax deductible.

Some background

Usually, meals are a private expense. And usually, there is no tax deduction for private expenses. The tax laws relating to deductions specifically exclude private expenditure. This is why an employee or...

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