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Retailers

The big question
"I work hard to please my customers, I look after my staff and I'm managing to ride the market changes. One day I want to retire, perhaps leave the business to my family or sell for a profit. What do I need to know to get it right?"

The right answer
You have realised that successful financial management for yourself and your business is not an option, it's a necessity. Thankfully you have come to the right place and we are pleased to be at your service.

Black & Krantz have extensive experience working with retail owners and we understand what is important to you. There are many issues that we can assist you with, such as how to:

  • best build and protect your business
  • plan and develop a practical retirement plan
  • maximise your super
  • transfer assets to your family at the right time
  • legitimately pay less tax now and in years to come

Your simple 3 step plan
We recommend our proven 3 Steps to Financial Success Formula:

1. Time for honest self assessment
Of what is really important to you. Relax, our advisers are skilled at assisting you to establish your life priorities.
2. Specialist advice
Based on your needs, you will be referred to financial specialists equipped to gather the information needed to prepare an individual investment proposal.
3. Focused action, implemented daily until your goals are realised
You will receive frequent interaction with Black & Krantz staff, regular monitoring of your strategy and adjustments to keep you on track as required by any changes in your circumstances.

Your strategy for a successful future
Exclusive to Black & Krantz, Wealth Control© offers a unique comprehensive four tiered system with an enduring sense of security to take you through to retirement. Benefit from:

  • A strategic personal investment plan – super vs investments vs property
  • Financial protection for your family
  • Tax effective strategies for you and your business
  • Advise on the best ownership structure
  • Business planning and forecasting
  • Funding solutions and asset management

We help people make smart choice about their money so they can accomplish their goals for reasons that are important to them.

What we do for you
Black & Krantz are professionals at helping you make smart choices about your money, based on what is important to you, giving you the motivation and strategies to actually achieve your goals and dreams.

Discover how Wealth Control© will benefit you.

 

Make a simple decision – Contact us today. We look forward to meeting with you soon.

 

Complimentary Obligation Free Consultation
Places offered now – book a free introduction to what financial planning can do for you.
Decide if our services are right for you – contact us to book a time.

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Andrew Krantz, Julian Black and Linda McKenna are Authorised Representatives of Count Financial Limited. Corporate entity trading as Wealthadvisers.com.au Pty Ltd ABN 93 922 716 306 trading as Black & Krantz is an Authorised Representative of Count.
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