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Core Services
Does owning and managing your business feel like a roller coaster ride? You are not alone; many of our clients have experienced the highs and lows of running a successful business. GROW OR GO?
WHAT MAKES US UNIQUE?
SUCCESS REQUIRES PLANNING!
For more information email us at mail@corebusiness.com.au Our Client Base The Core client base is spread over a wide range of inductries, including:
Business Advice
There is a well-worn business adage about working ON your business rather than just working IN your business. And there is more than a little truth to it, as is the case for that other phrase about working smarter not harder. Of course, failing to take action renders these grand statements cliché. Certainly at Core Business & Management Advice our role is to work ON your business, but with one defining difference. We do it with you! Ours is a partnering model, where we learn about all aspects of your business: the function; your structure; your industry; your suppliers and other key influences which affect your opportunity to cause growth and profitability. But we also need to learn about you. We need to know your attitudes & vision as an owner – personal and commercial; your philosophies and goals for now, and the future. Armed with understanding we apply our knowledge and experience to build sound but non-rigid structures. Our business vehicles are designed to be responsive to change – positive and negative. By return you’ll learn about us, but you’ll also learn from us. We’ll earn your trust and in doing so together we’ll push the boundaries to achieve expectations and more… Our Core team members have been carefully selected and each has had significant business involvement prior to joining our organisation. Our high level of commercial and business experience enables us to deliver business advice which is tailored. That is, our approach is specific regardless of whether there are other businesses like yours in the market. Core rejects any notion of a one-size-fits-all methodology – we consider every business we work with unique. Our strategies are more than just workable, they are outcome oriented and your results will directly reflect our involvement. Management Reporting Advice
Unless you have an accurate picture of where you are NOW, navigating the future will be difficult at best and disastrous at worst. Accurate reports which deliver meaningful information are critical to your successful decision-making process. A key focus of our management reporting advice is to analyse your business using proven formulas to identify the NOW as well as where you are likely to be at a future date given your current business strategy – the good and the bad. While our sights are firmly set on assisting you to achieve ‘the good’, we consider this ‘warts ‘n all’ process which identifies ‘the bad’ as an opportunity to respond and address potentially negative issues. Core’s typical business client is active, growing and innovative. They are passionate in what they do. We love this about our clients, many of whom are visionaries in their fields. However, this is where our partnering role allows us to appreciate that passion & excitement but maintain our role of working ‘ON’ rather than ‘IN’ the midst of what can be an emotion-charged environment. Our clients understand that we are entrepreneurial enough to be able to help them convert vision to reality, but realistic enough to remain firmly grounded in the process of setting goals and achieving goals. We use our wealth of skills & experience to identify if a clients’ vision is commercially viable, and are not afraid to be honest in saying so, we tell it how we see it. Our partners and team members each have an average of 20 years experience working with small and medium sized businesses – the sort of knowledge valued by business visionaries. Taxation Advice
Tax affects us all and certainly no one wants to pay more than necessary. Paying the minimum legal requirement is a much sought-after outcome for individuals and businesses alike. Core’s tax consulting and reporting is an integrated service for business clients and the individuals who operate those businesses. Our taxation consulting team is informed and abreast of the seemingly ever-changing taxation legislation and importantly, has the capability to interpret and apply the rules within the scope of the law to achieve tax minimisation. Our ideal process is one where tax planning begins each year at the start of the financial year, rather than a last minute band-aid solution devised a few weeks before the end of a financial year. However having said that, we do provide solutions for businesses who find themselves unprepared for imminent end of year tax reporting. Core’s taxation consulting incorporates taxation planning and management and it is advice tailored specifically for your particular circumstances. Superannuation Advice
While superannuation has always been considered desirable, recent changes to the superannuation rules have now made it critical for individuals to develop retirement plans sooner rather than later. The key aspect is planning to provide for the future while working to complement the circumstances occurring NOW for you and your business. Superannuation is part of your whole-of-business planning and needs to be considered accordingly, and not in isolation. Superannuation is now a highly specialised field and while we conscientiously seek education in this field we partner with superannuation specialists and investment advisors to build strategies that will deliver the financial outcome for your retirement. Finance & Investment Alliances We can advise you about when and how much finance may be appropriate for your circumstances and we’ll also advise how you need to arrange finance for taxation purposes. But when it comes to sourcing appropriate finance or developing a wealth creation portfolio we need to introduce you to leading finance and investment advisors who work specifically in these fields to ensure your needs are met and goals achieved. Our alliances with financiers, banks and investment advisors are well established and have been carefully researched based on ongoing reputation for the delivery of high quality services. Our process is that we link you with a specific advisor who has been properly briefed about your needs and situation. While the finance or investment advisor will develop a relationship directly with you, they also maintain contact with your Core advisor. A commission may be paid to Core when we refer you to an alliance partner. This allows us to maintain active involvement in the process. This is a win:win situation where we are the conduit, with your permission, coordinating and dispersing accurate information, to achieve consistency of understanding among all your financial management advisors and timely turn around. There is no cost to you. Our preferred specialist providers include:
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