Business Owners
Your business has a plan. Does your own money?
Running a business is full on: competing demands, long hours, and barely hanging onto work-life balance. Your own finances are usually the first thing that slips down the list, even while the business does well.
We build a plan for your personal financial world, so it stops getting forgotten in the demands of running the business.
What a plan built for you gives you
Your personal finances, sorted alongside the business.
✓A clear understanding of your obligations as a business owner.
✓A structure that actually works for an eventual exit or succession.
✓Confident financial decisions that support the business and your own goals.
✓More time back, and a better balance between the business and your life outside it.
✓Protection for yourself and the business against the unexpected.
✓One less thing on your plate, so you can get back to what you do best.
✓Real progress toward your own financial goals, not just the business's.
Practical support for the business owner's world.
We know the unique challenges of irregular income, reinvestment decisions, and blending business with personal finances. Here's where we typically start.
Untangle personal from business
Your personal finances often take a back seat to the business. We build your personal plan alongside it, so it stops being the thing you never get to.
Manage debts and loans
We restructure debt and lending strategically, funding personal goals while still allowing for reinvestment into the business.
Smooth out cashflow
Cashflow can feel unpredictable even in a good year. We use salary packaging, super contributions and tax planning to ease the load and stabilise things.
Plan your exit or succession
We build exit and succession strategies early, so you're not scrambling to figure it out when the time comes.
Structure for protection
Not sure your business structure is actually protecting you? We review trusts, companies or SMSFs to separate personal wealth from business risk.
Protect what you've built
The right insurance and contingency planning in place, so one bad year doesn't undo everything for you and the business.
Build wealth outside the business
If your wealth is all tied up in the business, we help you diversify into property, shares and other investments.
Take one thing off your plate
We handle the plan and the admin, so it stays on track without adding to what you're already carrying.
Why Level Up Wealth
Straight-talking advice, built around you.
One adviser, not a rotating team
You work directly with Scott, every time, not whoever happens to be free that week.
Fixed fees, agreed upfront
No surprises, and no percentage-of-assets charges eating into what you're building.
Built around your goals, not a product list
We start with what you're trying to achieve, then find what actually gets you there.
Handled properly
Paperwork, implementation and ongoing management taken care of, so it's not left to you.
Plain English, no jargon
Straightforward advice you don't need a finance degree to follow.
Accountability that keeps you moving
Someone in your corner keeping the plan, and you, on track, not just at the annual review.
Ready to sort your own plan out?
You don't need to have it all figured out first. Book a free, no-obligation intro call and we'll talk through where you're at, what's actually possible, and whether we're the right fit.
15 minutes, no prep needed We reply within one business day No obligation to proceed