Asset Protection Accountant Melbourne
Minimizing risk for you, your family & your business
Secure your personal wealth and your business with our Asset Protection services
What is Asset Protection? in plain english
Asset protection is a well laid out plan that enables you to protect your hard earned assets from potential risks, liabilities, and legal claims. It is a way to protect assets you own if your business is sued or you owe money to creditors. Assets are often the first places that lawsuits and creditors look to recover costs or funds. This makes your personal assets vulnerable to removal or sale if they are not adequately protected and handled.
Plan Beyond Profits’ Asset Protection Accountants are experts in putting safeguards in place to manage risks in a way that is tailored for your circumstances & requirements, practical, tax effective and cost effective.
Why do you need Asset Protection?
Protect your hard-earned wealth
In any crisis – be it financial, environmental or personal health – the human psychology is wired to seek security and certainty. This is true especially when it comes to your personal wealth and assets.
The pandemic taught us many lessons. One of them is to have a plan to secure your assets and hard earned dollars. Unfortunately people tend to forget the pain and stress caused by a financial crisis when business recovers and cash flow starts flowing again.
Safeguard your future
Growing your wealth takes years or decades. The last thing you want is to have it all taken away in an instant. That is precisely where asset protection comes in.
Irrespective of where you are in your business journey, there is no better time than NOW to create an asset protection strategy & plan for you and your business. The times are uncertain and who knows what the next cycle could bring?
Manage your risk in business
In business, you have risks whenever you enter into a business or a contractual relationship with a customer, supplier or a employee. Risk is not related to or proportionate to your revenue or profits (or loss) your business makes. A small business can lead to a loss of your home and other assets – just like a big profitable business.
The key is to stay prepared and have the right business structures in place to reduce the risk of liability, and protect your assets in the event of bankruptcy or personal litigation.
Who Should Get Asset Protection?
- Business Owners who have no structure or strategy in place
- Entrepreneurs considering a new business
- Investors in property, equities & others
- Professionals in high-risk occupations
- Business owners seeking advice about their current structure and strategy
- High Net-worth individuals
- SME Business owners
- Sole Traders
Business Asset Protection Accountant Melbourne
Is your business structured appropriately to allow for protection of your personal assets?
Why Choose Plan Beyond Profits’ Succession Planning Accountants for your Business?
Trusted Family Wealth Protection Advisors in Frankston
Professional & Personalised Service
Plan Beyond Profits’ isn't your average Succesion Planning accountant in Frankston. We listen to you. Understand your needs & circumstances to develop a solution that is tailored for you and your business.
Serving clients for over 20 years
We have been helping clients for over 20 years.
Innate Business mindset
We live and breathe business. We understand the realities, the challenges and pain points of running a business. We craft our solutions based on your business type, model or structure.
Transparent & Upfront pricing
We are transparent and upfront with our pricing so there are no surprises for you.
Director of Plan Beyond Profits, Mathew Boyes is a SAPEPAA foundation member and an accredited advisor specialising in asset protection, structuring & cashflow maximisation and strategic business advice. Click here to find out more.
Melbourne Asset Protection Services
Let us help you protect your assets & wealth
Business & Asset Structures
- Structuring your business in such a way to limit your personal liability, prevent excessive taxation and protect your personal assets
- Review existing structures for changes in ownership in respect of inter-generational wealth transfers
Risk Management Strategies
Optimal business structure for investing
Creation of Trusts, Corporations & Companies
- Setting up trusts to transfer ownership of assets
- Build a wall between your business and personal assets
- Separate the ownership of business assets and the operation of business activity
- Maximise protection of your assets
