Succession Planning

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Strategies for achieving the greatest value from your family business and personal investments. Helping you plan inter generational transfer of assets, in the most tax efficient and practical manner.

Our succession planning consultants bring their years of expertise of working with family-owned businesses and individual wealth planning  to help you  successfully navigate the succession planning maze and plan solutions for you to enjoy the rewards of your years of hard work.
Straight Talk, Good Business

Client centric,
Pragmatic solutions

Security and confidence in your financial future is crucial, yet the financial services market is often complex. A myriad of options exists but when it comes to planning your financial future, the right advice can make all the difference.

The needs of every business and individual are unique, at SJA,  our planning experts provide customised solutions to meet your specific financial needs from both a personal and business perspective.  We first spend time to listen and understand your challenges and your financial goals to help you plan your envisioned future.

Our Wealth Planning and Succession experts, have the knowledge and experience surrounding family businesses and personal finances to tailor specific solutions to your needs

Our planning specialists,  carry out a comprehensive review of your business and personal and business financial position, tax positions, value drivers, potential risks and your goals. We then carry out our analysis, and implementation of the pros and cons of various options and analyse how they  match up to your financial and non-financial goals.

Based on this  we prepare an action plan with steps to maximise the value of your business and personal wealth, as well as ensure your business is prepared for succession. Our team assists you through the  execution of the plan to help you leverage and protect your interests, continue legacy, peace of mind and a peaceful future of financial freedom.

Laying the financial
groundwork for you and your family is the key to growing a legacy for future generations.

Whether you are still working and accumulating assets, preparing for retirement or experiencing the complexities of succession planning of your family business, you can trust our team to provide thoughtful, objective guidance and support. Our services include:
Family Business Succession Planning

Succession planning for the family, shareholder and the business –

  • Review and assessment of the business and business interests
  • Develop an effective family business succession plan
  • Create smooth transition between the retirees and successors
  • Developing family wealth structures for long-term wealth preservation
  • Family Wealth Management through Private/ Discretionary Trust
Personal Wealth Management

We help assess your current financial health and provide pragmatic advice to establish achievable personal financial goals through:

  • Appropriate long term investments strategies
  • Wealth accumulation plans
  • Specialist retirement planning
  • Social security related advice
  • Personal and corporate superannuation structures
  • Life and risk insurance planning
  • Estate and business succession planning
  • Portfolio monitoring and review service
Client Centric Pragmatic Solutions
Quality driven time bound delivery
Committed to Adding Value
No surprise approach
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Exploring Solutions

Which ever business you are in, we can offer you integrated accounting, tax and advisory solutions to help you explore your business potential. Talk to our team and find out how we can help you find bespoke pragmatic solutions to achieve your business goals.