Grow your Business

Businessman thinking about expansion Business Choices:
As a business owner your choices will depend largely upon what stage your business is in. You may be seeking growth and capital availability may be a priority. You may be looking to consolidate or diversify your business interests and minimising risk may be your priority or you may be planning your succession and protecting what you have built may be your priority.

Strategy Choices:
Personal Wealth Group is able of offer a strategic approach for your personal and business financial requirements. Strategies you may consider are:

Succession planning
Insurance advice / managing risks
Superannuation (corporate business plans)
Finance availability
Meeting business obligations (Workers Comp. etc)
Employee benefits (salary packaging)

Our Solutions

At various times in your life, changing circumstances will affect your financial situation. At such times, appropriate advice is important, such as at the following times:

  • Approaching retirement
  • Staring a Business
  • Making a Career Move
  • Going from 2 Incomes to 1
  • Having a child
  • Wanting to buy your first home
  • About to enter the workforce
  • Recipient of an inheritance or a windfall
  • Separation or divorce
C J D'Cruz Pty Ltd trading as Personal Wealth Group
is an Authorised Representative of AMP Financial Planning Pty Limited
ABN 89 051 208 327 AFS Licence No. 232706