In this episode of Business Uncut Reuben and Anthony from New Wave Financial Planning explain how business owners can balance running and growing a business with building personal wealth. They cover when and how to extract surplus cash, tax-effective strategies including SMSFs, and options for short and long-term investments.
The conversation also addresses risk management, insurance, succession planning, and the importance of cashflow awareness and advisor collaboration(accountant, financial planner, mortgage broker).
Listeners will get practical steps to diversify, protect their income, and create a plan that aligns business goals with personal financial freedom.
