Our people focused approach is about getting to know your business like the back of our hands and building a lasting partnership based on honesty and trust, so you can grow, plan, and design your business for better.
Business Advisory & Compliance
Wealth Protection
Together we’ll work strategically to safeguard the wealth you have worked so hard for.
Many people spend much of their life working hard to increase their wealth in an effort to give them and their family the lifestyle they enjoy.
The problem is, life throws us curve balls that we don't expect and puts our wealth at risk. Things such as death, injury, illness, incapacity, marriage breakdowns, family breakdowns, bankruptcy, and financial claims. These curveballs are stressful enough before considering the stress the disruptive event puts on your financial situation.
However, it is possible to put strategies in place in advance to overcome or reduce the risk of eroding your wealth.
How can we help?
We will undertake a thorough review of your personal situation to identify areas where your wealth is at risk from any of these curve balls being thrown at you. We will also provide guidance on strategies that you can put in place to minimise or remove this risk.
McIntyre Dick’s Wealth Protection service will provide you with the freedom of mind to sleep easy at night knowing that when a curveball is thrown at you, you have the ability to hit it right out of the park.
This service is equally as important to those who have already created their wealth as well as those who are starting or on their path to creating wealth.
More Business Advisory services.
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Succession Planning
We'll give you sound business advice to make the road clearer and bring your business goals closer.
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Terms of Engagement
As part of our membership obligations with Chartered Accountants Australia New Zealand (CAANZ) and Inland Revenue, we are required to hold a signed terms of engagement on file for our clients, it is likely you will have signed this through your proposal process. Future changes to this agreement will be communicated through our newsletter and updated on this page.
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Strategic Planning
Together we'll identify challenges that might be holding you back, and opportunities worth taking.
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Business Masterclass
A strategy-focused programme and community, built for businesses preparing for the next step toward success.
