We have been in the security business for over 40 years. We have grown substantially over that time from a small local security firm to one with a major presence in Western Victoria. John Creek and the team at BW Advisers have been of enormous assistance over that time in areas of business, tax and cash flow strategy. A successful and growing business needs long term professional guidance and assistance and we have had that from BW Advisers along the journey.
BW Advisers have given us the ability to concentrate our efforts on building a great business. They have provided accounting and management expertise and advice so we can spend more time doing the things we want to do. They have assisted greatly in getting things in place to ensure our families are protected against the uncertainties of life. It is great to know we are dealing with people with expertise in areas critical to business success and family wellbeing.
Matt as CFO and the team at BW Advisers joined PETstock in 2005 when we had just 12 stores – 5 of which were regarded as franchised. Having now ticked over 10 years in this role, the up and downs of a fast growing business see us with 115 stores towards the end of FY2015 with 60 of these as corporately owned. The role has involved the standard compliance involved in taxation, ASIC and GST but also extended to high level structuring, capital raising, key man insurance coverage, and the most recent project in taking our model offshore. As a regional family business (formerly of St Arnaud), having a trusted and loyal adviser can most certainly assist in being attributed to our success and we look forward to maintaining this relationship in years to come.
I don’t have time to tie my shoelaces up let alone worry about paperwork for my business. I drop in weekly to have my invoicing completed by the bookkeeper, they email my clients and reconcile my debtors. At the end of a quarter we review my GST liability and we catch up on how the business is performing. I have all that co-ordinated so I can concentrate on completing more work for my customers.
Starting off a few years ago as a young Seed Potato Grower I had plenty of questions about how to grow my business. Chris helped me understand I needed better machinery to run the business more efficiently and also how finance could be used to lessen the impact on my bank balance. I wouldn’t be where I am now without his help and he always rings me back when I’ve got questions for him.
Tony Dann, Simon Leigh and Business and Wealth Financial Planning Pty Ltd, Authorised Representatives, Apogee Financial Planning Limited, Trading as BW Advisers. Australian Financial Services Licensee Registered Office at 105 – 153 Miller Street North Sydney NSW 2060.
Business and Wealth Financial Planning Pty Ltd Trading as BW Advisers as a Corporate Authorised Representative of Apogee Financial Planning Limited is not authorised to give, or responsible for any Accounting or Taxation Advice of BW Advisers in its capacity as Accountants. Business and Wealth Financial Planning Pty Ltd Trading as BW Advisers, when acting in the capacity as Accountants, is not licensed nor authorised to give financial planning advice.
Tony Dann is a Director of Business and Wealth Financial Planning Pty Ltd and as a result will receive distributions and/or other benefits from Business and Wealth Financial Planning Pty Ltd.