Because of our extensive previous business experience with our own businesses we are able to assist clients to ensure that their financial goals are being achieved.
No matter what type of business you may be contemplating we will find the experience within ourselves or we will refer you to an appropriate source of advice relevant to the business you may be contemplating.
For financial investments a variety of investment options are available, including corporate bonds, term deposits, local body and Government stock, New Zealand and Overseas shares, managed funds to name a few.
Talk to us first and we will be able to refer you to an experienced Financial Planner who will be able to assist you every step of the way.
Optimal Financial Structures
There are many different structures that can be used in the ownership and operation of businesses and investments. There are sole-traders, partnerships, companies, and a myriad of different types of trusts - each having different advantages and outcomes for taxation and estate purposes.
Appropriate planning and restructuring can significantly affect the results of your business and investments. Let the professionals at McIsaacs assist you optimise your financial structures to get the best outcome for your business or investment activities.
Accelerated Wealth Strategies
The achievement of current financial goals is essential to building long term business or investment success and wealth. Maximisation is often best achieved by regular review of current strategies as regards the deployment of financial resources. Here at McIsaacs we can assist you to ensure that your current strategy is optimal and serving you as best as it possibly can.
Further, we have a range of customisable accelerated wealth accumulation strategies we can work through with you - to provide focus and direction to your efforts in building your personal or business equity.