Contact Us
Your Local Business Advisor in Frankston, Melbourne
Get in touch with us
- 0451 355 357
- 3/506 Nepean Hwy, Frankston VIC 3199
- Suite 2, Level 1/211 Main St, Mornington VIC 3931
- Weekdays 9-5pm
- planbeyondprofit@gmail.com
Tailored Business Advisory Services for Business Owners, Investors & Retirees
Business Advisory Services Frankston Melbourne
Business Succession Planning
Plan for Change & Continuity
Asset Protection Melbourne
Plan for Peace of Mind
Estate Planning Service
Protect your Legacy
Estate planning is more than just writing a will—it is about strategically passing your wealth to chosen beneficiaries like spouses, children, or other loved ones. Simply completing a will might lead to unexpected tax burdens and legal disputes. We adopt a holistic approach, carefully considering your entire situation and wishes to develop a comprehensive estate plan. This ensures your assets are transferred smoothly and precisely to the right hands, safeguarding your wealth against future challenges.
Business Advisory Service
Plan Beyond Profits
Plan Beyond Profits’ Business advisors can be your indispensable strategic partner in your business growth. Think of us as part of your leadership team. Our business advisory service can help you to strategically manage your business, minimise the tax you owe, maximise deductions, ensure the structures in which you operate actually meets the needs of today’s world. We can be your sounding board so you can be confident knowing that you are covering all financial bases whilst making informed business decisions.
