The right business loan option can help you grow and manage your business

No surprises. Real life advice.

01

Strategy

  • CREATE
    You have a vision. We have a way to get you there.
    GROW
    Scale your business. Grow your wealth.


    FOCUS
    Unlock potential. Manage what matters. Improve performance.
    PROTECT
    Smart management of life's uncertainties. Protect your world.
02

APPROACH

OUR APPROACH

Let's face it, there are many firms that do some of the things we do. But not many that do them all. And very few that share our "why": to be your financial guide and guardian.

We make it our business to understand you. To help you create your vision, grow it, focus and manage what matters while always protecting your important assets.

No surprises. Real life advice.

03

SET-UP BUSINESS

BUSINESS

We can advise you on your legal and financial obligations and how to best structure your new business. Whether you are buying an existing business, setting up a branch or subsidiary or purchasing a franchise, our specialists understand all the key aspects of regulatory and commercial environment.
REGISTER YOUR COMPANY . With Local Tax Authorities
SET UP YOUR BRANCH . Local Registered Office
TAX COMPLAINCE · Reporting
ACCOUNT MANAGEMENT · Full Accounts Administration


  • Business Strategy

    DEVELOPMENT

    Do you understand the goals of your business? Need help in figuring out how to achieve them? In what order do you approach it all? The development and maintenance of your business strategy is a necessary and healthy component of business success.
04

BUSINESS PLANNING

01
Determine Organizational Readiness

Are the conditions and criteria for successful planning in place at the current time? Can certain pitfalls be avoided?
Is this the appropriate time for your organization to initiate a planning process? Yes or no? If no, where do you go from here?

02
Develop Team and Schedule

Who is going to be on your strategic planning team? You need to choose someone to oversee the implementation (Chief Strategy Officer or Strategy Director) and then you need some of the key individuals and decision makers for this team. It should be a small group of approximately 12-15 persons.

03
Collect Current Data
  • The last strategic plan, even if it is not current
  • Mission statement, vision statement, values statement
  • Business plan
  • Financial records for the last few years
  • Marketing plan
04
Review collected data:

Review the data collected in the last action with your strategy director and facilitator.

  • - What trends do you see?
    - Are there areas of obvious weakness or   strengths?
    - Have you been following a plan or have you just   been going along with the market?

05

SUBSCRIBE

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