Financial Health Checks & Strategic Consultations for Aspiring and Seasoned Investors

Our Financial Strategic Consultation is a personalised accounting service designed to assist either aspiring or seasoned investors to review their financial situation and provide expert tax and accounting advice.

A Financial Strategic Consultation  is a pre-paid appointment, for up to a total of 2 hour consultation time with a Senior Partner at Chan & Naylor. An FSC would benefit those who are seeking to better structure their current and future assets and debts for reduced tax liabilities, gain greater flexibility and control of their wealth, take measures to improve asset protection and recommended steps for more effective succession planning and estate planning.

Financial consultant presents bank investments to a young couple


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Prior to your financial strategic consultation, your financial position and long term goals are reviewed by a Senior Partner (submitted prior to the appointment) so as to maximise the consultation time that’s essentially forward thinking with an emphasis on practical next steps.

Throughout your financial strategic consultation, a Senior Partner can discuss in depth, where you are today and what next steps you could consider that would preserve, protect and continue to grow your family wealth whilst legally reducing taxes.


Your financial strategic consultation is tailored to your circumstances and stated objectives, and may cover:

  • Evaluate current ownership structures for tax planning, asset protection and estate planning effectiveness.
  • Analysis of all cash flows and financial buffers – identifying improvements to be made.
  • Review of debts, loan structures, finance requirements
  • Discuss any potential risks and recommend strategies to minimise your exposure.
  • Evaluate your estate planning and wills and recommending tax effective ways to safely pass down assets to the next generation.

This robust and enlightening appointment could leave you inspired to expand your mindset of what is possible and assist in arranging your financial affairs to give you peace of mind and clearer direction moving forward.


Book Your Financial Strategic Consultation – in 3 simple steps:


After your consultation, you could get access Chan & Naylor’s specialist property and business tax accountants, finance brokers and financial advisers who can assist you to implement the solutions recommended in the financial strategic consultation.

All our integrated services combining specialist accounting, business advisory, wealth planning (financial advice) and mortgage brokering can provide a complete and convenient solution that’s tailored specific to your needs and long term objectives.

For your convenience and to ensure prompt service, all your future enquiries and our specialist services are managed by a dedicated Client Manager – your single point of contact at Chan & Naylor – backed by our unique system of support.



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