‘I’ve been working with Justin for 18 months now. He is very accommodating of different knowledge levels, and he made my partner and me feel very comfortable. His overall approach has been a really positive one for us because we are planning to enjoy our lives, as opposed to stockpiling money. His ability to relate to us and our needs has been really helpful. It’s been an easy and enjoyable experience.’ John
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Small Business Advice
This information is of a general nature only, and neither represents nor is intended to be specific advice on any particular matter. Infocus Securities Australia Pty Ltd.
Small Business Advice That Works for You
Running a small business is about more than just numbers, it’s about creating a life you love. At Lifestyle Led Wealth, we focus on understanding why you’re in business and how it supports the lifestyle you want. As a leading financial planner for small businesses in Melbourne, we can help build a strategy that fits your unique vision. Get in touch with Justin, our small business financial advisor, to start planning today!
Keep Your Lifestyle Front and Centre With Small Business Financial Planning
We’re here to help you figure out how your business fits into your life, not the other way around. Our small business advice goes beyond the basics, focusing on aligning your business with your personal ambitions.
We help you build a strategy to find that sweet spot where your business thrives, and your personal dreams don’t take a back seat. Our approach is all about creating a balanced plan that works for you and your business. Contact us today for expert advice for small businesses!
Small Business Advice That’s More Than Just Numbers
Small business planning goes beyond the figures. From cash flow strategies to retirement planning, we look at how your business impacts your lifestyle now and in the future. Here’s how we can help you find the right balance:
- Understand how your business fits into your lifestyle
- Create cash flow strategies that support your goals
- Plan for retirement while managing your business
- Make decisions that benefit both your business and your personal life
- Determine the level of income you need to generate from your business to fund your lifestyle
Don’t let your business run your life—let’s talk about how to make it work for you. Contact us today for tailored advice on integrating your business with your lifestyle goals.
Contact Our Small Business Financial Advisor, Justin, Today!
Small Business Advice FAQs
What’s small business financial planning all about?
Small business financial planning is about making sure your business is set up to support your personal goals and the lifestyle you want. Whether you’re thinking about expanding, managing debt, or preparing for retirement, we’ll help create a strategy that aligns your business goals with your life goals.
Why is cash flow management important for business owners?
Cash flow management is crucial because it helps you maintain stability and plan for growth, even when income fluctuates. We’ll help you identify where your money is going, where it should be going, and how to keep things steady—even in the lean months. It’s all about making your business work for you, not the other way around.
How can I prepare for retirement as a small business owner?
Retirement planning isn’t just for employees with a super fund. As a business owner, it’s vital to think beyond your business as your only nest egg. We’ll explore diverse strategies like building an investment portfolio, contributing to your super, and smart property planning to ensure you can retire comfortably when you’re ready.
How does insurance fit into my small business plan?
Insurance is essential for protecting both your personal and business assets. We help you understand which insurance options are best for your situation, from income protection and business expense cover to key person insurance, so you’re covered if things don’t go as planned.
Why choose Lifestyle Led Wealth for small business advice?
Our small business advice is focused on understanding what’s most important to you, providing tailored advice that fits your unique situation. From creating an exit plan for your small business and succession planning to small business tax planning and protecting your business assets, our small business advice removes the confusion and helps you feel confident your small business is on the path to success.
Testimonials
How Much Do You Need to Live Your Dream Lifestyle? Let Us Help You Find Out
Justin is an authorised representative of Infocus Securities Australia and a member of the Association of Financial Advisers.
All information is of a general nature only and neither represents nor is intended to be specific advice on any particular matter. Infocus Securities Australia Pty Ltd.
justin@lifestyleledwealth.com.au
Level 4, 80 Market St South Melbourne 3205
Monday – Friday 9am – 5pm
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Lifestyle Led Wealth Pty Ltd ABN 12 645 643 189 is a Corporate Authorised Representative (No. 001284512) of Infocus Securities Australia Pty Ltd ABN 47 097 797 049 AFSL and Australian Credit Licence No. 236523 Head Office: Level 2, Cnr Maroochydore Road & Evans Street, Maroochydore | QLD 4558 Phone: 07 5406 5000
