Chris - Future Planning

Some years ago, Chris started a small business. He successfully built it up and was continuing to invest in his growing business.

Despite the growth, Chris was still operating as a sole trader. He soon became concerned that his personal assets were in jeopardy if anything happened to the business.

*Whilst these stories are real, names and images have been changed for confidentiality.

"...personal assets in jeopardy..."

How PG&A helped Chris

Chris came in for an initial, obligation free discussion about his situation, needs, expectations and desired outcomes.

We spent time with Chris, not only reviewing his business, but also understanding what he wanted to achieve on a broader basis – professionally, financially and personally

PG&A put a structure in place, which gave Chris not only tax benefits but protected him, his family and his personal assets.

We now meet with Chris on a regular basis to review how his business is performing, to ensure he is getting the support he needs, and to address any questions or concerns he may have.

Tell us your story?

Everyone is different. Every business is different. Everyone has different dreams and goals. At PG&A our goal is to understand YOU and what you are hoping and wanting to achieve.

Be it professional or personal goals, and regardless of your stage of life or business – we take the time to understand where you have been, where you are, and where you want to be. We then help you get there.

At PG&A Accountants & Advisers, we are fully equipped to handle all of your accounting and financial concerns and queries. Whether you need help with your business accounting and tax, protecting your assets or want to plan for a more comfortable retirement, we can provide a solution to suit you.

With almost 30 years’ experience, we are experts in all aspects of accounting and taxation and understand what it’s like to operate a small business. From general business advice to explaining tax implications, to appropriate structures and personal and business insurances, in conjunction with our referral network, we offer honest, down-to-earth service that ensures you are happy every step of the way.

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