Investment Planning Services in Melbourne
Strategic Wealth Building for Business Owners
At Bookkept, we go beyond traditional accounting. We offer expert investment planning services tailored to business owners looking to grow their wealth strategically and securely. Our comprehensive financial planning approach helps you achieve your long-term financial goals while mitigating investment risk.
Investment Solutions for Entrepreneurs Melbourne, Victoria
Our investment planning services are designed to help business owners make informed decisions about their personal and business investments. We blend financial acumen with a deep understanding of the business landscape to create strategies that work for you. Our team helps you explore various investment options to build a robust investment plan that aligns with your financial goals.
Business Asset Allocation
Effective asset allocation is key to balancing risk and reward in your investment portfolio:
Business value assessment
Diversification strategies across multiple asset classes
Risk management techniques to mitigate inflation risk
Regular portfolio rebalancing
Tax-efficient investment structures
Our approach ensures your business assets are working hard for you, contributing to your overall financial growth while managing potential risks. We help you understand different asset classes and how they fit into your overall investment plan.
Retirement Planning for Business Owners
Planning for retirement as a business owner requires a unique approach. Our services include business succession planning, superannuation optimisation, investment strategies for post-business life, tax-effective wealth transfer options, and long-term financial forecasting.
We help you build a robust retirement plan that considers both your personal and business assets, ensuring a comfortable and secure future. Our financial planning expertise helps you navigate various investment options to achieve your retirement goals.
Plans to suit your business accounting & bookkeeping needs
We don’t believe in a cookie cutter approach when it comes to billing.Our clients prefer certainty so we tailor a monthly package with defined accounting services and agree upfront. Here are some examples of what we do for our clients –
Chris - The Contractor
Emma - The Cafe Owner
Mick - The Well-Established Firm
Investment Property Advisory
Real estate can be a powerful tool for wealth creation. Our investment property advisory services offer comprehensive analysis of potential property investments, assistance with structuring property investments for optimal tax outcomes, and ongoing management advice to maximise returns from your property investments.
Personal Investment Strategies
We create personalised investment strategies that complement your business success:
Share market investment advice
Managed fund selection across various asset classes
Alternative investment opportunities
Risk profile assessment to determine your investment risk tolerance
Regular strategy reviews and adjustments
Our goal is to help you build a diversified investment portfolio that aligns with your risk tolerance and financial objectives. We consider multiple asset classes to create a balanced investment plan that suits your unique situation.
What our clients are saying
FAQ About Our Service
How does Bookkept integrate business and personal investment planning?
We take a holistic approach, considering both your business and personal financial situations. This allows us to create integrated strategies that optimise your overall financial position and work towards your long-term financial goals.
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Can Bookkept help with setting up a Self-Managed Super Fund (SMSF)?
Yes, we can assist with SMSF setup and management. We'll guide you through the process, help you understand your responsibilities, and provide ongoing support to ensure your SMSF complies with all regulations. This can be an important part of your overall investment plan and financial planning strategy.
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What's the benefit of using Bookkept for investment planning rather than a dedicated financial planner?
As accountants with a deep understanding of your business finances, we're uniquely positioned to offer investment advice that considers both your business and personal financial situations. This integrated approach can lead to more effective strategies and potentially better outcomes, helping you achieve your financial goals more efficiently.
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How often should I review my investment strategy?
We recommend reviewing your investment strategy at least annually or when significant life or business events occur. Regular reviews ensure your strategy remains aligned with your financial goals and adapts to changing market conditions. This includes reassessing your asset allocation and considering any new investment options that may be suitable.
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Does Bookkept provide advice on international investments?
Yes, we can provide guidance on international investments as part of a diversified portfolio strategy. We'll help you understand the potential risks and rewards, as well as the tax implications of investing overseas. International investments can be an important asset class to consider in your overall investment plan, potentially helping to mitigate inflation risk and achieve your financial goals.
Get In Touch Today
Get in touch by filling out the form below or simply call (03) 8568 3506!