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Advisory Solutions

The Family Office

Many financial services focus on just one element of your financial life, such as accounting, or loans, insurance or investing.

While each of these individual jigsaw pieces are extremely important, we believe it’s essential to view them as part of a much larger, interconnected puzzle that isn’t solely about numbers. In our eyes, any financial plan should be specifically tailored to you and your family’s goals and aspirations, so that you feel in charge of plotting your own destiny.

However, when you’re turning to many people for financial advice, it can be difficult to work out who to trust, and how to manage all these relationships so they work effectively together.

That’s where West End Group’s Family Office comes in, by bringing together various financial services in a co-ordinated fashion, so that each part of the puzzle supports the other and individual fees are minimised.

If a situation demands a service that we don’t offer in-house (for example, specific legal expertise), we’ll draw on the expertise of our trusted, long-term partners, without charging you any additional mark-up for the privilege.

Ready to book an appointment with our Family Office?

If you’d like to know more about West End Group’s Business Advisory, read on.

The Business Advisory

If you’ve ever dreamt of going it alone and starting your own business, you’re certainly in good company.

Australia is home to more than two million small businesses, employing more than 4.7 million people – a decent slice of the working population.

However while Australia is a relatively easy place to get a business up and running, creating a successful business for the long-term is an entirely different challenge.

Signing up to our Business Advisory is a great first step. You’ll gain access to a highly experienced support team of reliable service providers who’ve seen and done it all before.

Just like our Family Office, we bring together and coordinate all the services you need, drawing on expertise from the best available external suppliers.

Our trusted business advisers can offer you advice on any of the following:

  • Audit, governance and compliance
  • Finance and equity raising
  • Business tax (including how to integrate it with your personal tax for maximum gains)
  • Business structures and exit strategies
  • Insurance and risk
  • Self-managed super funds (SMSFs), trusts and more
  • Business development (planning, strategies, alliances, growth)
  • Mergers, acquisitions and sales

Contact us to book an appointment today