Business Owner Services for SMEs - Newcastle Financial Planning Group
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Business Growth Services

Off-the back of the sustained success of Coastal Advice Group we’ve now opened access to our end-to-end marketing, branding and sales system. Tailored specifically for owners of SMEs within professional services, this is the exact system we have used to successfully grow Coastal Advice Group into the leading advice business within the RI Advice network nationwide.

This system is only for SME owners who are looking to generate more leads, increase sales, boost profitability and pay themselves more.

Under the banner of MBS Advisory, which you can read more about here, you can now access:

  • The Lead Generation System: A 6-step masterclass course in which you’ll discover how to engage, create and close new leads by creating a digital BDM for your business.
  • Sales Mastermind System: A 3-part intensive course in which you’ll learn how to generate and close more sales and increase profitability. Not simply a ‘theory’ based course, this program includes all the tools, templates and resources you will need to successfully implement what you’ve learnt.
  • Marketing System: A ‘no B-S’ end-to-end marketing system that will allow you to generate leads and appointments 24/7 – without you having to do anything.
  • Content creation: a ‘done-for-you’ marketing content solution that will help you generate traffic, enhance your brand, and will allow your customers to know you, like you and trust you – before they’ve even met you.

MBS can provide you a fast-track to success, by showing you proven scalable systems that will allow you to not only enhance your clients’ lives but deepen and enrich your own.

Take advantage of our free 30-minute consultation and discover how we can help you take your business to the next level.

Personal Growth Services

We are delighted to offer our flagship Business Owners Growth Program.

Through this application-only program, you’ll receive access to specific, tailor made strategies designed to significantly boost the flow through of business profits into personal cash flow.

The Business Owners Growth Program includes the following key components:

  • Essential superannuation strategies for self-employed
  • Models for optimising the use of business cash reserves and improving cash flow
  • Personal goal frameworks to ensure alignment between your goals, those of your spouse/partner, and the direction of the business
  • Asset Protection strategies for personally owned investments
  • Specialist Business Insurance solutions for owners and key personnel within your business
  • Success frameworks for establishing clear business goals and vision
  • Debt repayment strategies, designed to dovetail with the work of your accounting professional
  • Tax efficiency loan audits designed to maximise deductibility on interest repayments
  • Business and Personal Estate Planning to protect your legacy

Through the Business Owners Growth Program we don’t promise results, we deliver them. When you join the program, you’ll benefit from strategies we have used to achieve success within our business and for business clients over the past 18 years.

If you would like to apply to be part of the Business Owners Growth Program, please contact Daniel to arrange a 30-minute complimentary meeting. To access regular insights from Daniel follow him here.

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