Welcome to The Local Financial Planner. We sit under the roof of The Local Financial Group.
We are here to help you create the future that we all dream of. We specialise in wealth creation,
insurances, budgeting and financial freedom. Get one of our fabulous planners to assist you in
staying ahead of the financial game by bringing out the best possible you.

Business Planning

Businesses don’t plan to fail; they fail to plan.

Running a Business

Becoming your own boss is an exciting journey, but it pays to plan ahead to make sure it’s a success.

The Local Financial Planner can help you. Small to medium businesses (SMEs) have their own unique set of requirements and challenges. Running a business takes determination and focus. Sometimes it’s difficult to see and understand all the options available to you – we can assist you with this.

Proper planning is absolutely, 100% essential in order for any aspect of your business to succeed.

Running a small business can be both rewarding and time consuming. As your business develops and grows, protecting your business is paramount (particularly companies and partnerships) and there are many different aspects of business to consider, such as:

  • What happens if one of the partners dies or becomes unable to work?
  • What plans are in place to deal with this occurrence?
  • Could you afford to “buy” out your partner or their estate?
  • Could you work with someone who has just inherited a share of the business?
  • What do I need to think about when starting a new business?
  • What is a small business financial plan?
  • Where should I go to seek advice?
  • Should I insure my business?
  • What are my obligations if I take on employees?
  • What about super for myself?
  • How do I make sure my business will continue without me?
  • What tax concessions apply if I choose to exit my business?

The Local Financial Planner can help you plan and address all of these questions.

We can:

  • Advise on the financial planning aspects of your business plan.
  • Review, advise and organise the specialised insurances your business requires.
  • Advice the superannuation requirements for you and your employees.
  • Explain your super obligations for staff.
  • Advise on succession planning for your business.

Putting measures in place early to protect not only yourself but your partners, your company and your family are essential to a well-functioning, successful business. We can help you have peace of mind while you get on with growing your business!