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How to plan your finances - while running a business

The essential workbook for business owners who want to
grow and protect their wealth

As we recover from the impact of COVID-19 on our economy and our lives, there's never been a better time to take a fresh look at your money, reset your goals and renew your plans for the future.

For business owners it's a great time to start thinking beyond your business - to how your personal finances are tracking and what you might need to do to get or keep things on track.

We've created this workbook with input from professional advisers within the MLC network of financial advisers. It's designed to help you take a realistic look at your plans to build and protect your wealth - whether you're planning for retirement or in retirement, by looking at:

  • Goal setting.
  • Spending, budgeting and debt management.
  • A current state snapshot of your finances.
  • Super, investment and retirement income strategies.
  • Estate planning and insurance.
  • The value of financial advice.

You're one step away from planning your future

Please fill in the form to download your workbook.