Investment Planning For Your Business (2024)

Growing your business takes careful consideration. At Inovayt, we provide you with specialised advice to help you manage business growth and any associated financial implications.

Talk to an expert

Investment planning for your business

Making all the decisions on your own without sufficient information, analysis and market insight can become a significant liability for your business. Without professional advice, business owners often regret these decisions down the track. These are the key areas where Inovayt can better support you and your business.

How can Inovayt support me and my business?

Your business is growing, and during the growth cycle, there are many considerations on how to best protect and leverage your good work with proactive investment planning and advice.

Being extremely busy, it’s common for business owners to put off creating a plan for their own financial future. Focusing on your business strategy often takes priority over making a plan for your own financial future.

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Work on personal financial goals

As a business owner, it’s important to establish your personal goals in the same way you formulate business goals. Taking your financial circ*mstances into account, we can provide planning strategy and investment modelling, which is a critical step to attaining the outcomes that are important to you and your family.

Investment Planning for Retirement

Take some time to determine how much money it will take to fund your retirement. Many business owners include the potential of selling their business in their long-term strategy and using the funds to retire comfortably. However, this is a huge unknown for most businesses, and dreaming of a big payoff from the sale of a business may not be realistic for everyone.

There are many opportunities to invest strategically through superannuation, management funds, or property to ensure you are well set up for the future.

Managing risk

As well as successful investing, it is essential for business owners to establish protection for themselves, their families and their business. Life insurance, trauma cover, and buy-sell agreements, which deal with the buyout of a deceased partner of the business can safeguard your family in the event of your death or disability.

Helpful resources

Investment Planning For Your Business (2024) | Inovayt (1)

Financing your business

Invest time into your business finances. Our business finance guide unpacks everything you need to know about financing your business.

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Find an Inovayt Commercial broker near you

Melbourne
Brisbane
Sunshine Coast
Central Coast
Hunter Valley
Lake Macquarie
Nelson Bay

Our team of experienced commerical brokers help you discover the right financial solutions for you and your business, so you can put your business in the best possible situation to grow, while having piece of mind.

Find an Inovayt Commercial broker near you

Melbourne
Brisbane
Sunshine Coast
Central Coast
Hunter Valley
Lake Macquarie
Nelson Bay

Our team of expert brokers are with you through every step of the way on your home buying journey. Not only do we help you find the right loan, we also stay with you right up until after settlement, helping you navigate stamp duty and other home buying fees.

Our experienced and friendly team can provide you with lifetime financial solutions by understanding your individual needs and goals.

Get in touch
1300 354 355

Send us an email
info@inovayt.com.au

Start your journey, contact Inovayt today

Get in touch
1300 354 355

Send us an email
info@inovayt.com.au

Investment Planning For Your Business (2024) | Inovayt (2024)

Growing your business takes careful consideration. At Inovayt, we provide you with specialised advice to help you manage business growth and any associated financial implications.