Business Owners
Expert Guidance for Your Business’s Future – Plan, Protect, and Prosper with Tailored Exit Strategies.
Strategic Guidance for Business Success and Seamless Transitions
It sounds like you have a comprehensive approach to managing your business and financial planning. Collaborating with various professionals such as tax advisers, lawyers, accountants, and financial advisers can indeed provide valuable insights and help you make informed decisions.
Regarding the exit strategy for your business or farm, there are several options available, and the best choice can vary depending on your specific situation and goals. Some common exit strategies include selling the business, passing it on to a family member, or merging with another company. It’s important to review these options with your professional advisers to determine the most suitable strategy for you and your family
Michael Rowlands
Senior Adviser & Partner
I have been a Partner in the business since July 2019 and have been in the financial services industry since 2013. As a Financial Adviser I enjoy assisting time poor professionals – parents and self employed business owners – to stay on top of their financial aspirations. It is important to me that our clients feel the value that our business provides. I work in a collaborative manner to help clients unpack their concerns, fears and aspirations and provide a platform for great decision making.
At Wealth Financial, I am part of a fantastic team, who are committed to implementing our agreed strategies efficiently, with your understanding. We work together to help you have a sense of achievement and financial wellness.
Outside of my role at Wealth Financial, I enjoy networking with other business leaders and helping people achieve. When I am not doing that, I am blessed to be married to my amazing wife Anna and have 3 beautiful children. I also enjoy the competitive team spirit of most sports in which I volunteer a lot of my time to. Additionally I love exploring new and old places, trying local experiences and produce and thrive on the simple pleasures that living in Tasmania presents.
As for managing surplus cashflow, there are multiple avenues you can explore:
Working with a financial adviser can provide valuable insights and help you make informed decisions in these areas. They can assist with tax planning, investment strategies, and overall financial management.
01
Reinvesting into the business or its people
This can help drive growth and improve overall performance.
02
Tax-effective contributions to Super
This can provide long-term benefits and help you achieve your retirement goals.
03
Establishing a tax-effective investment
This can help you grow your wealth while minimizing tax liabilities.
04
Paying down debt
Reducing debt can improve your financial stability and reduce interest expenses.
05
Increasing or decreasing distributions
Adjusting distributions can help manage cashflow and meet your financial needs.
06
Your own personal circumstances
We deal alot with time poor people, who simply just want to a professional to ensure your own personal circumstances are heading in the right direction of financial security.
07
Exit Strategy
There are lots of options and by collaborating with other professionals we can help execute the right strategy for you.
Meet our team
Advisers
Michael Rowlands GDipFinPlan
Senior Adviser & Partner
Michael Thrower CFP®
Senior Adviser & Partner
Jasmine Popowski
Financial Adviser
Nicole Hingston GDipFinPlan
Financial Adviser
Adviser Services
Client Services
Kelli Popowski
Client Services Manager
Fran Dutton
Client Services Manager
Shanaya Paterson
Client Services Officer
Sharon Nuske
Client Services Officer
Janie Rockliff
Client Services Officer
Mitchell Rowlands
Client Services Officer
Danae Bonde
Client Services Officer
Georgia Stokes
Client Services Officer
What our clients say
Our Testimonials
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What our customers SAY
Our Testimonials
Have Questions? Let's Connect.
Address
62 Emmett St Smithton TAS 7330
Phone
(03) 6452 2770
Open Hours
Mon to Thur, 08:30 to 17:00 | Fri, 8:30 to 14:30
Address
87 Best St Devonport TAS 7310
Phone
(03) 6423 0000
Open Hours
Mon to Thur, 09:00 to 17:00 | Fri, 09:00 to 16:00
We’d love to hear from you! For any inquiries or to request a consultation, please fill out the contact form. Our team will get back to you as soon as possible.
