Financial strategy for small business owners
Your sounding board for money and life
It doesn't matter if you’re a plumber, a dentist, or you run a café. Every small business owner faces the challenges of cashflow, growth and managing money.
That’s where we come in. We deliver personalised life, business, and financial strategy. Across decisions big and small, we work together to create and protect your wealth by building a business you want and a life to be proud of.
Take ownership of where you want to be and start your journey with financial strategy built around your goals.
Here’s how you know it works
Watch this case study with Anthony from Macron Music
Financial strategy with Mike
I’m your sounding board, coach and business backup when you need advice, education and friendship.
From a debrief on your day to day talking money, strategy and business planning, every financial sound experience is as unique as you and your business. Choose from ongoing advice to build the business and life you want, or help to manage the moment.
Find freedom when you:
Understand your business numbers and financial statements
Stress less about money
Build long-term wealth and grow your business with practical strategies
Protect your business and your family
Untangle business and family finances
Sort out your debt situation
How we’ll do it:
Day-to-day cashflow and budgeting strategies
Bookeeping, Payroll, and BAS compliance with professional agents
Facilitated tax planning and minimisation with accounting professionals
Cost analysis and growth planning
Property investing strategies
Finance for home, investment and business loans
Tailored financial advice and planning via our affiliated business Wealth Sanctuary which includes:
Investment and wealth creation advice
Superannuation and SMSF planning
Business and family insurance strategies
Estate planning
Retirement planning
A financial strategist supporting you through every decision? That’s powerful.
“I’ve never seen Mike with a problem he couldn’t solve”
Analysis of the costs.
One of the first things we did was an analysis of our costs – which ones were causing problems and how we could keep them under control as we grow.
Mike's honest with me whether I want to hear it or not. If I'm planning something he doesn't agree with, he's going to make it known. That’s really important to me, because I know when he’s passionate about something it's for a good reason and he’s keeping me accountable to my goals. We can have a good debate!
Let’s redefine small business success
When small business is good, it’s great. You remember why you started, and even let yourself feel proud. But when small business gets tough, you’d rather be anywhere else.
We get to know you, your family and your business to understand your goals for money, life and business. Then we make a plan to get you there.
Get ahead in small business and get a life? I can help you…
Draw the line between working hard and working yourself to exhaustion…
Define success for you and your family…
Make small money changes that add up to big improvements for your business…
But there’s some things a money coach shouldn’t do…
We won’t roll my eyes at your accounts. Or lecture you on an mistake you made in 2009.
We won’t expect you to work yourself into the ground. Or to sacrifice family time.
We won’t advise you to do something you can’t afford. Or anything you’re not comfortable with.
But we will ask you to go all in. To be held accountable to your goals and to keep a positive money mindset. We’re in it together
Kind words
Anthony - Macron Music
Mike is the most thorough and motivated individual I have ever met. Having worked with him across two separate industries I have never met anyone so passionate about what they do. Financially the man is an oracle. Whether its mortgage broking, life insurance, wealth building, personal or business finance he can do it all and make you feel totally comfortable along the way. My business wouldn't be where it is today without Mike.
Lee and Nicole - L & N Courier Service
Mike has completely revolutionised what is means to be a financial adviser. With his motivation our small business has grown, our lifestyle improved and our future as clear as ever. I can honestly say Mike is such an important pilar in our financial freedom- every question is valid and every idea is brainstormed. We cant recommend him enough!
Karina - Dentist
“Where do we start?” Was the question we asked ourselves when it came to future-proofing, insurances, investments and preparing for becoming a family. Mike helped us navigate our way through it all with understanding, enthusiasm and genuine concern for our wellbeing. We definitely recommend Mike and his team for all things financial ! We feel like we are well advised and informed as we continue to make crucial decisions for our future. Thanks Mike!
Robert - Belfield Music
Mike is an extremely professional, friendly and capable adviser. It is clear he is passionate about putting you as the client first and makes sure you understand the process in an easy to understand manner. I will have no hesitation referring family and friends to Mike