Business owner planning financial future

Business Owner Financial Planning in Brisbane - West End

Running a business, looking to increase your personal net worth? Expert financial strategies to build wealth both inside and outside your business. Available in West End, Brisbane QLD.

Our Brisbane - West End office

West End, Brisbane QLD

Serving Brisbane, QLD

Your Challenges

Common challenges business owners face

Your money is tied up in your business, not your personal wealth

You're too busy running the business to focus on personal finances

You're paying too much tax and need better structures

You want to extract wealth from your business tax-effectively

You're thinking about succession planning or selling the business

Your super is being neglected while you focus on the business

You need to protect your business with the right insurance

You want to separate business and personal finances properly

Our Solutions

How we help

1
1

Wealth Extraction Strategy

Tax-effective ways to take money out of your business and build personal wealth

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2

Business Succession Planning

Plan for exit, sale, or transition of your business to maximize value

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3

Tax Structure Optimization

Review and optimize your business and personal tax structures

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4

Super & Retirement Planning

Don't neglect your super while building your business - plan for both

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5

Asset Protection

Protect your business and personal assets with proper structuring

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6

Business Insurance

Key person, business continuity, and personal protection insurance

Book Your Consultation

Take the first step today

Discovery Chat

Free

15 minutes · No obligation

Free

A quick conversation to explore how we can help you achieve your financial goals.

Understand your current situation
Learn about our services
Get your questions answered

Strategy Session

Popular

90 minutes · Comprehensive

$350

In-depth financial review with personalized strategies and actionable recommendations.

Complete financial situation analysis
Custom strategy roadmap
Actionable next steps
Priority ongoing support

Do you want us to call you?

Fill out the form and our team will contact you within 24 hours

Your details

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Build Business AND Personal Wealth

Your business is valuable, but it shouldn't be your only asset. Let's create a strategy that builds wealth both inside and outside your business.

Client Success

Trusted by Australians to build a better future

Real stories from real clients who have taken control of their financial destiny.

2 Jan 2025

Luke has been really helpful, considered and very personable in his approach to assisting us with our needs. He was actually recommended by a friend and it is obvious as to why he has built a strong r...

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Robert Chittick

Google Review
29 Dec 2024

Excellent advice given in terms I could understand with an achievable plan for future me.

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Tammie Pickard

Google Review
01 Dec 2024

Very helpful and knowledgeable advisers, would highly recommend their team.

S

Stephanie G

Google Review
01 Dec 2024

On recommendation from a business contact of ours we contacted What If Advice to help us with a business and personal life financial plan for our super and insurances. Ben and Leigh present as, and ha...

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Jiggles Jangles

Google Review
01 Dec 2024

I have recently met with Ben and Leigh to discuss financial strategy personally and for my business. They are both very personable and genuine guys and I felt throughout the sessions that without a do...

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Melissa Moore

Google Review
29 Nov 2024

I had the pleasure of having Ben Collin's as my financial advisor for my business and wow, the support and advice I got really helped the growth and opened my eyes to new and exciting ways to boost my...

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Riley Yarnold

Google Review
26 Nov 2024

What If Advice has been amazing - I had an excellent experience working with Luke especially! Their team is not only highly knowledgeable but also incredibly approachable and patient. They took the ti...

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Stephanie Phillips

Google Review
26 Nov 2024

Meeting with Luke at 'What If' has been a very positive experience. Not only is his advice helpful but he's a pleasure to deal with and communicates information clearly. I highly recommend What If Adv...

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Ali Grace

Google Review
26 Nov 2024

Nice friendly people, very helpful easy to deal with - recommend their service.

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Trevor

Google Review
20 Nov 2024

Professional service from start to finish. The team really understood our family situation and created a plan that works for us.

M

Michael Chen

Google Review
15 Nov 2024

Best financial advice I've received. Clear explanations and practical strategies that I can actually implement.

S

Sarah Johnson

Google Review
10 Nov 2024

What If Advice helped us navigate a complex inheritance situation. Their expertise and patience made all the difference.

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David Smith

Google Review
05 Nov 2024

I was worried about retirement but the team put together a comprehensive plan that gave me confidence in my future.

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Emma Wilson

Google Review
01 Nov 2024

Great experience with the whole team. They take time to explain everything and make sure you understand your options.

J

James Anderson

Google Review
28 Oct 2024

Highly recommend! They helped restructure my business finances and I'm already seeing the benefits.

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Lisa Brown

Google Review

Common Questions

Your money questions, answered simply

Whether you're figuring out your next investment move or wondering if you're on track, we strip away the noise and give you practical next steps.