From conception to realization of a prosperous retirement and business journey, VCO engages the integrated client path with its private clients.
There are four landmarks we’ll embark on through the journey of cash flow, profit & growth. Whether it’s financial advice and taxation optimisation, strategies for superannuation, Asset protection or succession & estate planning you need the right mentor to help manage & protect what you have accumulated and worked hard for.
The complexity of protecting and managing these affairs requires a team of professionals with skill and knowledge beyond the accounting and taxation fundamentals.
It requires that added level of expertise and technical mindfulness to sift through the detail, arriving at the optimal goal of the client – fruitful retirement and business success.
The VCO Integrated Client Path symbolises not only your journey but how the result of effective financial & taxation advice allows for viable structuring and strategizing of personal and business requirements; experiencing cash flow, profit & growth along the way.
Your ultimate goal flows through 4 essential pillars which are personalized and tailored to meet your precise needs.
Depending on the nature of your situation we can give advice & structure your engagements to reduce your tax position; Taking into consideration Capital Gains Tax, existing business structures, legal arrangements, transfer costs and any other arrangements you may have.
Planning your super to attain the optimum benefit entails a strategic plan involving the following, but not limited to; Transfer of benefits, segregation, effective transfer of assets held in other entities, contribution caps.
We assist in protecting your blood, sweat & tears by shepherding countless strategies like risk management, restructuring, superannuation strategies, ownership reviews and separation of assets.
We’ll cultivate an effective succession or estate plan to ensure a solid business & tax efficient exit. In regard to; CGT concessions, compensation models, business value, all pre & post death estate planning obligations.
#growth #profit #cashflow
