Experienced Fixed Fee Financial Services
Personalised advice for businesses, individuals, retirement, insurance and superannuation
OUR BUSINESS ADVICE – YOUR FINANCIAL EDUCATION PROGRAM
WORKPLACE FINANCIAL EDUCATION PROGRAMS – VALUE YOUR STAFF? HELP THEM HELP YOU
Money issues are the number one stress for most of your employees. As a result your employees are not fully focused on their job and therefore less productive. They spend a lot of time thinking and worrying about their finances.
As their employer you can help change this by providing them a Workplace Financial Education Program. This program teaches your staff how to manage their financial situation to eliminate financial stress and distraction. This is done in your workplace at times that suits you and your staff.
The program provides financial education from money management, debt consolidation and avoidance, different tax strategies, wealth creation, wealth protection and superannuation and retirement planning. There are no products or services discussed or sold. It is purely financial education.
PROTECT YOUR BUSINESS SHOULD YOU, ANOTHER OWNER OR KEY PERSON BE REMOVED
Having an owner or key person removed unexpectedly from the business has devastating effects on the business, those remaining in it and those in the family of the person removed from the business. Most business owners either never give this a second thought, think it is too hard to deal with, or most commonly think their hand shake agreement to buy each other out will do.
HERE’S THE TEST. YOU WILL BE FINE IF:
- Your business generates its revenue without your or any other owners input, and
- Your business has no debt, and
- You and Your business partners have no debt and have plenty of available cash to buy each other out without needing to borrow money to do it.
If you cannot answer yes to all three items above then your business is at risk and those involved will suffer financially should you, a business partner or key revenue generator be removed due to illness, accident or death. It happens more than you think and the consequences are financially devastating to all involved and their families.
It is in fact simple and very cost effective to put a plan in place to overcome this potential risk provided you utilise the services of an expert in this area. Here at Oasis Financial Planning we have been providing solutions for this issue for years to many businesses large and small. Contact us today to arrange a free consultation to assess your business risk and identify the solutions.