• We do more than simply provide financial planning services.

    We do more than simply provide financial planning services.

    We provide advice, tailored to your personal needs, including your particular needs as a business owner. We are passionate about protecting the families of privately held business owners, their partners, employees, and customers, from the ravaging fallout caused by the premature death or disability of one of the owners. We believe improving the value of a privately held business is one of the best ways for people in this situation to grow wealth and invest. Read More
  • Financial planning for owners of private businesses and their families

    Financial planning for owners of private businesses and their families

    We understand that while superficially, financial planning for owners of private businesses is no different to any other individual or family, the ties between the business and personal objectives and needs means there are special needs that business owners have. We can help work through these. Read More
  • A SMSF can be a very effective retirement savings vehicle

    A SMSF can be a very effective retirement savings vehicle

    Withani Consulting and Advisory in conjunction with its partners, provides a complete but flexible SMSF solution. We are able to establish funds, arrange administration services as well as provide technical, strategic and investment advice - we can do any or all of these things but generally do not simply set up a fund for someone then walk away as this is not how we do business; we do though have clients who prefer to do the investment themselves but like to use us for technical assistance and sometimes simply as a sounding board. Read More
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