Entrepreneurs and Artists – have special issues
Petrena Shaw – Sculptor & Artist – The Phoenix Nest near Byron Bay
Our Entrepreneurs and Artists are a different type of person. Their key focus is to reinvest in themselves and their business. They can have great incomes although it is highly variable – they work hard and hands on in the business/studio and also manage the sales and growth. For this reason they require different solutions – it may need to include ethical screens on investments and consider their strong personal preferences.
The key challenges in their lives include:
- Cashflow that can be highly variably or lumpy
- Managing sales and or the business team
- Generating good cashflow from investments
- Rapidly changing price of materials, or fast paced change in technology
- Long work hours of evenings and weekends
- Keeping personal tax to a legitimate minimum
- Can financial complexities in life be simplified by delegation and still keep control
- Having the freedom to take regular holidays
- Being in a position to make “work” optional
- An Ethical investment approach that sits right with their core inner beliefs
Our clients expect prompt service, and we enjoy the challenge of delivering tailored outcomes. Longer term we share the responsibility of achieving your financial goals through our ongoing partnership. As changes occur in legislation, the economy, the property/share/bond market and most importantly – in your life – we’re there to provide advice to keep you focused, motivated and on the path to achieve your goals with the least amount of risk possible.
Our clients understand that it makes more sense to engage an adviser they can trust.
Start now. The first step is to call to discuss your situation and we will schedule a discovery meeting decide if we’re the right firm to help you make smart decisions with your money.
Our Process
Allan Moore
Business Adviser
Allan specialises in maximising the chance you can achieve your lifestyle goals. If you have a complex financial problem the goal is to help you understand the alternatives, build your own personal strategy, and take action.
Allan started life with a Bachelor of Business and completed a traineeship opening Sanctuary Cove, QLD – including opening one of Australia’s first boutique brewery’s in 1986. He also worked for Ansett Airlines organising Superannuation choice for staff, and it included exposure to Treasury.
With extensive business experience and a practical commercially minded approach Allan enjoys working with: Business owners; Ladies - who look after their own finances, and those of their extended family; People who have come into old and new wealth; Entrepreneurs and Artists.
You expect a trusted adviser to excel in advice on structures and investments, in addition Allan has the industry leading property specialist software and also has his own small charity. Putting money where he believes it can make a great difference. It is this wide knowledge, based on experience that allows him to listen and assist you – in ways you might not have thought of.
Personally he surfs every weekend with his 4 children and friends, enjoys ballet with wife and daughter and soccer with his sons.
“Wealth is the ability to fully experience life”
Allan Moore is an authorised representative (239448) of Adsum Capital Pty Ltd (AFSL 518931).