Begin an investment journey

Make your business’ money work harder for longer term financial wellbeing

Growing your company’s financial assets

We know that it takes a huge effort for most businesses to accumulate cash balances. It is therefore important to consider:

How the business uses profits;
How to get a better return on excess money sitting in your business;
How investing for the longer term could help cash balances stay in line with inflation.

Our advisors are here to help you determine the best savings and investment options for your business.

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Savings Made Simple

1. Tell us some things about the business
Give us some information about your current financial circumstances such as what are the cash balances held and what level of debt is accumulated.
2. We assess a suitable risk level
After taking a look at the information you’ve provided, we will assess the level of investment risk you’re comfortable with. We will also advise you on how much you can afford to invest.
3. We recommend the right investment option
Once we’ve assessed your risk and discovered how much you can afford to invest, we’ll make an investment recommendation tailored to you.
4. Complete the investment application
You’ll complete your application with one of our Wealth Managers and your investment journey will begin.

When we meet and create your financial plan, that will give you clarity on issues like how the business cash balances are, what if any debt is there, how seasonality plays a part in your business’ finances etc. We can then analyse what is best for the company’s future saving plans.

There are a number of considerations when investing and key to our process is advice. We’ll discuss:

what is the business need for the excess cash over the next 5-7 years?
as business owners, are you confident that the cash will not need to be drawn on for a similar time frame?
what expansion or acquisition plans if any will absorb cash balances?
what future spending plans are there that will mean the business will need growth on current cash holdings?

Talk to us today