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The Australian Investment Professionals Business Solutions service is designed to take the worry out of running a medical or dental business by handling all your business, entity and personal financial affairs.

Your retainer will include the following financial management services.

 
+ Advice and set up of the appropriate ownership and structures for your business
+ Ensuring compliance with Corporations Law, including maintenance of corporate
registers, minutes, filing of directors’ appointments and lodgment of annual returns
+ Preparation and lodgment of business, entity and personal tax returns
+ BAS statements and other accounting services
+ Review of current financial position or existing financial plan
+ Preparation of strategic plan / financial plan, (including identifying or reviewing short,
medium and long term goals and determining a financial plan to achieve these goals)*
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The retainer fee for Business Solutions clients provides you with access to the many benefits offered to Australian Investment Professionals clients, including:

Personal Financial Team

As a client of Australian Investment Professionals, you receive a personal team of professionals dedicated to your business and personal financial health. Your Financial Manager orchestrates all your financial affairs by diagnosing your financial needs, prescribing specialist treatment, then coordinating a team of specialists in the investment, risk, tax, accounting, property and legal fields, all focused on structuring your finances to maximize your financial position and achieve your lifestyle goals.

Integrated Financial Model

The Australian Investment Professionals Way model is recognised as the most comprehensive financial offering to medical and dental professionals on the market. We see the complete financial picture. All your financial needs are in one place, enabling you to create, protect and enjoy your wealth in a way that is time efficient and cost effective.

To take advantage of our business solutions services, call Australian Investment Professionals today on 1800 26 36 46

Register here for an obligation free consultation

*Additional charges apply depending on individual strategies recommended, complexity and time taken to complete.

 
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