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Every stage of business brings inevitable new challenges, but none that can't be overcome with the right strategies, resources and support.

Two Busienss Men Discussing Business Finances - Here Business & Wealth
Select what stage you are at...

What should I focus on first?

You know you can only work on one area of your business at a time, and yet, you’re being pulled in several different directions, juggling a mountain of new tasks, ideas and strategies.  

If you’re just starting out, knowing what to prioritise and what to focus on first will help you reach the next phase of growth sooner. And, while your competitors get distracted, your laser focus will give you a clear advantage. If you’re ready to zero in on what really matters, we can help.

Process:
Set-up
Advice
Compliance
Fund
Protect & Grow

How can we accelerate our growth?

You’re ready to level up and expand on your past successes, but, whether you’re seeking funding or implementing systems that scale, you simply don’t have the time to create the infrastructure for future growth.

While others may try to juggle everything themselves, you know the fastest way to push past your current ceiling is to find a team who can proactively facilitate your growth. If you’re ready to build your business, we have the strategies to get you there sooner.

Process:
Plan
Manage
Optimise
Fund
Protect & Grow

How can we ensure our long-term success?

As a leader in your industry, you’re at the top of your game. From identifying risks and opportunities to building the right team, now is the time to fine-tune your systems and optimise your resources so you can continue to strengthen and protect your brand.

While other leaders in your situation may be complacent, you're being proactive. Because you know that having a trusted team to help you make data-driven decisions will ensure your longevity. And that's where Here can help.

Process:
Manage
Monitor
Compliance
Protect & Grow

How can I get what’s best for me and the company?

Balancing your own interests with what's best for the company, all while protecting your relationships is the recipe for a legal and logistical nightmare.

And, while bringing in a third party might not seem necessary to some, you know that having a professional to help you exit on good terms, protect what you’ve built and tie up all loose ends is an investment in your peace of mind. When you want to ensure your best interests are protected as you exit your business, Here can help.

Process:
Plan
Fund
Protect & Enjoy

How can I raise the funds I need?

You know that to launch or grow your business you’ll need access to funding. But not knowing how to prepare, who to approach, or which options are best might be slowing your progress towards your goal.

If you’re trying to raise money for your business, having an ally in your corner who can offer advice and opportunities to connect with investors and funders is invaluable. It means that instead of spending your valuable time jumping through hoops, you’ll be fast-tracking your success.

From the earliest days through all phases of growth, if you’re ready to fund your business vision, Here can help.

Process:
Plan
Fund
Manage & Compliance
Grow

Here to guide you along your journey

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You

It's never too early or too late to start a Savings Plan.

School

School is an exciting new frontier.
An Education Savings Plan will help manage the cost so that you can afford to pay for a school of your choosing.

Higher Education

Higher Education isn't cheap, to make sure you're covered and can invest in the education you want for you and your family, revisit your Education Saving Plan.

Your First Job

You've started your career. You need to register for a TFN, file yearly income tax returns and you’d like to dip your toes into investing some of your income for the future.

Marriage

Maybe you have a big wedding planned, or perhaps you're going to elope and splurge on a holiday. No matter how you decide to celebrate this milestone, you'll need to make sure you not only have enough saved for the big day, but you'll also want to set some set aside for your post-celebration plans.

First Home

Your first home is a big step into adulthood and completely unchartered waters for you. You need help securing a loan to suit your current financial situation, and maybe you'd even like some guidance with planning your debt reduction strategy.

Starting a Business

Starting a business is rewarding but stressful. You need to pick a business structure, register entities, develop a plan, draft contracts and find funding. You want to be confident that you’re making the right decisions for your emerging business, and you need expert advice to guide you down a proven path to success.

Children

It's no longer just about you. Securing your family's financial future is a top priority. You need a trusted advisor, backed by years of experience, to help you protect what's most important.

Business Growth

Your business is growing and you want to optimise your systems, minimise your tax liabilities and plan your next strategic move. Plus you need to find the funds to bring all your big plans to life.

Investing

Business is doing well and you've made some money. You'd like to grow your wealth and provide a comfortable lifestyle for you and your family. You need someone who can help you choose the right investments and manage your entire portfolio for maximum growth.

Business Succession

Time to think about your legacy. Who will take over your business when you're ready to retire and how will that transition play out? You need to plan your succession so that your business is left in the right hands and set up for long term success.

Exiting

You need to decide between selling, closing or handing your business over and you'll need to make sure you've planned for a smooth exit. If you've decided to sell, you'll want to maximise profits and minimise your tax liabilities. You know you can't do it alone, you need someone to guide you through the complicated transition process.

Retirement Planning

Do you have enough saved for the retirement you want? It can be stressful figuring this out on your own. You want to feel confident that you have someone supporting you and helping you plan for the retirement you
deserve.

Protecting Your Family

You want to be prepared so that your family’s financial future is secured. Drafting a Will is the first step, but you’d also like to document how your estate and assets should be managed when you’re no longer around to do it for yourself.

Retirement

You want to enjoy your new found freedom after working hard for many years, but you also want to preserve what you've saved so that you can continue enjoying your retirement for years to come.