Financial planner for Gold Coast business owners

If you run a business on the Gold Coast and you are thinking about retirement, succession, or what the business is actually for, Novare Wealth is a boutique planning practice in Bundall. Leighton Fah works with owners who want the business and the personal plan to talk to each other.

We do not do your accounts. We work with your accountant.

What we help business owners with

• When and how you can step back without guessing

• How the business, super and other assets fund retirement

• What a sale, succession or winding down does to the personal plan

• Investment and insurance around the owner, not only the company

• A plan you can take back to your accountant and, if needed, your lawyer

The business is often the largest asset. Treating it as separate from retirement is how people get stuck.

Who this is for

Owners who are in the pre-retiree years, or already easing out, and who want a planner for the household as well as a sounding board on the exit. Trades, professional practices, and local SMEs are a large part of the work.

If you need a bookkeeper, a CFO or a tax agent, that is your accountant. We stay on the licensed advice.

Where we are

Novare Wealth, 80–82 Upton Street, Bundall QLD 4217. (07) 3543 7700. In person or online.

About Leighton Fah

Principal and Senior Financial Planner, Novare Wealth. More than 15 years in financial planning in New Zealand, the United Kingdom and Australia. BBS, ADFP. Sub Authorised Representative 1268651 of GPS Wealth Ltd (AFSL 254544).

Questions people ask

Do I have to be selling the business? No. Plenty of owners are 5 to 10 years out and want the personal plan in place first.

Will you value my business? We do not replace a valuer or a business broker. We use the numbers you and your accountant have, and we plan around them.

Can my accountant be in the meeting? Yes. That is often the better meeting.