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  • Our Clients
  • What We Do
  • Your Team
  • Knowledge Centre
  • Blog
  • Contact Us

Our Clients

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Family-business

FAMILY BUSINESS

You’ve been working hard for years to build a successful business and your cashflow has never been better or, maybe you are looking to step back from your business and enjoy some well earned time with your family. Either way you have the potential to create significant wealth for you and your family, both now and in the future. But it takes careful planning with a family and business financial planning adviser to make the most of all your hard work and protect the value now and for the years to come.

At Easdowns Financial Services, we work with family business owners to empower them with the right knowledge to invest the income produced by the business and plan ahead. This is in order to both potentially increase and protect the business value in the future. Our financial advisers can also assist you with a clear and objective exit strategy, should you be ready to hand over the reins to a family member.

We also work closely with the families’ other key professional advisers (ie: accountant, solicitor etc) to ensure a co-ordinated outcome for the family.

Here are some of the ways our financial advisers can help you and your family achieve your financial goals and lifestyle aspirations:

  • Business structures
  • Key person insurance
  • Family Business succession planning

At Easdowns Financial Services we understand that owning and operating a Family business can present some unique and emotional challenges. A family and business financial planning adviser from our  team can assist you to work with family members to address some of these challenges by providing objective and rational advice.

Individuals

INDIVIDUALS AND FAMILIES

No matter what stage of life you are in —  just started working, buying a house, having a family, running your own business, transitioning to retirement or already retired — our financial advisers can help you define your plan for the future and protect what is most important to you while you get there.

By partnering with you, we aim to provide education, organisation, accountability and objectivity for you to first define and then achieve your financial goals and lifestyle aspirations. We want our clients to be able to enjoy life while preparing for the future (no matter what it holds).

We work together with our clients to provide personal, professional and quality advice. Our comprehensive financial solutions include wealth creation, personal risk insurance, debt management, superannuation, SMSFs, retirement and estate planning.

In an ever-changing world with complex choices, where to go and what to do can be confusing. Easdowns Financial Services are the specialists in educating and helping you make informed and objective financial decisions.

We specialise in providing advice to:

  • High-net worth individuals
  • Professionals
  • Farmers and locally based industry employees
  • Pre retirees
  • Retirees
  • SMSFs
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83 Trail Street
Wagga Wagga NSW 2650

T: 02 6921 2058
E: financialservices@easdowns.com.au

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Easdowns @easdowns

8 ways to procrastinate productively - #MYOB Pulse https://t.co/ifLwe1RjHT

06:49 June 8, 2018

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Report finds work life balance a big issue for small business owners https://t.co/o1rjzurMIF

09:00 June 5, 2018

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Easdowns @easdowns

Xero Projects: The Simple Way to Capture, Track and Report on Jobs | Xero Blog https://t.co/An8EdYY5jC https://t.co/mfpmviTlDE

06:51 May 31, 2018

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Easdowns Financial Services are authorised representatives of SGN Financial Pty Ltd. SGN Financial Pty Ltd ABN 40 120 395 904 operates under Australian Financial Services Licence 490523. The information and any advice on this website does not take into account your personal objectives, financial situation or needs and so you should consider its appropriateness having regard to these factors before acting on it. This website may contain material provided directly by third parties and is given in good faith and has been derived from source believed to be reliable but has not been independently verified.