Jul 17, 2022
In General Discussions
Or do you have "some guy" that you talk to Job Function Email List once a year when you need your taxes done? Solicitor - Do you have a lawyer that knows your business, your Job Function Email List industry and your individual situation to the extent that he can look out for you and proactively keep you up to date with legal issues that could potentially Job Function Email List impact upon you and your business? Or do you have a solicitor (that you only go to when something has become an emergency) that you know only because he did the Job Function Email List conveyancing on your last property purchase? Financial Planner - Is your financial planner creating opportunities for you Job Function Email List and growing your investment Job Function Email List or retirement portfolio in a manner consistent with your appetite for risk and the plans that you have agreed to in regular consultations? Or is your planner just the guy that helped you set up your self-managed super fund that now consists Job Function Email List of a term deposit and the commercial premises you operate your business from? Business Banker - Do you have a business banker that is like a Job Function Email List business coach; that understands how to run a business and understands how you run your business in particular? Is he proactively looking after Job Function Email List your needs whether or not it means he'll sell you another product? How often does he call you? Visit your premises? Do you have a business banker or a glorified bank teller? Of course, you don't really need a backup plan if these Job Function Email List four steps sound all too hard. Remember, the bank has a backup plan prepared if you don't already have one. But the bank won't back your business Job Function Email List if they think that they are going to have nothing to rely on other than selling up your collateral.