Financial planning for strategic small business owners
You’re building a business but is your personal wealth growing too? We help business owners structure their finances, protect assets, manage cashflow and turn business success into long-term personal wealth so you’re not just buying yourself a full-time job.
We help business owners build wealth beyond the business
Running a business comes with unique financial challenges. We create strategies that separate business risks from personal goals, optimise your cashflow, reduce tax, and ensure your hard work translates into lasting financial security.
I want to separate my finances
When your business and personal finances blur together, things get messy. We’ll help you create clear boundaries so you can grow both with purpose.
I want to optimise cashflow and tax
Your cashflow is strong, but where’s it all going? We help you structure your finances and tax strategy so your hard work actually pays off.
I want to plan for succession or exit
Whether you’re stepping back soon or years away from selling, we’ll help you plan the right exit, protect your value and future-proof what you’ve built.
I need to review business insurance
If something went wrong tomorrow, would your business cope? We’ll check your cover, fill the gaps and make sure you’re not paying for what you don’t need.
I want to leverage my profits
Your business is profitable, now what? We’ll help you turn surplus income into long-term wealth outside the business, without adding complexity.
I need to protect my assets
You’ve worked hard for what you’ve built. We’ll help you put the right protections in place so your personal and business assets stay safe.
Meet Rachael Ooi, advisor for Business Owners
“I endeavour to educate every single person, so they feel a sense of control. You must feel in control, it’s not my money! It’s yours.”
As an artist and creative thinker, Rachael sees financial planning as an art form — one where she helps others ‘paint the future’. With a passion for guiding people through life’s really important moments, she helps young professionals, families and business owners build financial security and partner their wealth with their unique world.
Meet Rachael Ooi
Recent insights and resources for business owners
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Your journey with us
We have designed our client journey to give you clarity, confidence and control over your financial future. From booking your free review to implementing your personalised strategies, we're here to guide and support you every step of the way.
Book review
Lock in your first meeting and share some details so we can prepare and make your experience smooth and valuable.
Discovery meeting
An obligation free video call where we get to know you, understand your goals and see if we’re the right fit.
Personalised report
We research your situation and present clear options, showing how we can help you move forward with confidence.
Advice meeting
We deliver tailored advice, designed around your life, business and financial future—so you know exactly what to do next.
Implementation process
We handle the setup and paperwork, making sure your personalised plan is put into action efficiently and stress-free.
Ongoing collaboration
Life (and business) changes, so we stay connected, reviewing and refining your plan to keep you on track year after year.
Start your journey
Spend an hour with a specialist adviser for business owners, completely obligation free. In this call we will explore your unique world and goals for the future.
Free Review Meeting
Rachael Ooi
Video call online via Zoom
60 minutes