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Complimentary Client Review

Why we developed this service.

A Complimentary Client Review is an ideal opportunity to meet us on a complimentary, obligation free basis to discuss any of the following:

  • Your goals for your business and how you plan to achieve them.
  • How your business goals tie in with your personal and lifestyle goals.
  • How you can work with us to address these issues and plans.
  • Issues and challenges you are facing in your business, e.g. growth, profitability, cashflow, asset protection, or your planned exit from, or sale of, your business.

It’s extremely important to work on your business, not just in it. Taking time out to discuss what’s happening in your business is essential to give you clarity about your future and vision to enable us to support you in appropriate ways.

Who should have a Review?

If you want to improve your business performance and financial results, and minimise any risk in your investments, schedule a Complimentary Client Review. We’re not just advisors on your tax matters, we want to help you achieve your future business goals.

We’ll review and discuss your current situation at no cost. It’s an opportunity for us to check in with you that we are giving you all of the assistance that you need. For example, we might be able to help you with some strategies to help you grow and protect your assets or improve your efficiency and effectiveness.


What is involved?

You’ll meet with a senior team member for a 60 minute session, reviewing your current situation, and discussing how we can support you to resolve your burning issues. We will send you a copy of the meeting minutes documenting your business and lifestyle goals and all agreed actions.

If required we will also prepare a proposal for you including upfront prices of our services for any additional support work that we identify during the meeting.

When should I get a Review?

We want to stay in touch regularly to ensure your business and personal goals are being met. We have set aside time for this meeting to happen after your financial statements have been completed. Of course you don’t have to wait until then; you can contact us any time to set up a catch up.

Benefits of a Complimentary Client Review

  • Clearly discuss and document your business and lifestyle goals

  • Stimulate strategic discussion around the current and future direction of your business and investments

  • Gain a better understanding of your business

  • Assess the current structure of your business

  • Gain a better understanding of the ways we can support you

  • Gain clarity of the actions you need to take to achieve your goals

  • Identify your burning issues, opportunities and challenges so you can set actions to respond effectively

  • Access the collective wisdom of our firm

  • Potentially identify greater tax efficiencies