Business Advice

We love running our own business. We expect you do too.

But running a successful business is not for the faint hearted. It can be complicated, and the impact of getting it wrong can be substantial. Nothing quite takes the fun out of your work like an unexpected tax hit, or a poor purchase decision or the most stressful of all – a poor recruitment decision.

So let yourself benefit from our experience. We can help ensure that you get things right the first time. This means things like ensuring that your business is properly structured to achieve all of your aims: profit maximisation, tax optimisation, asset protection and succession planning, to name just a few.

We can also help you select the right technology and other supports that best suit the size and type of your business at each stage of its development. Our speciality is to help you develop the right attitude about staffing, which is fundamental to making the right decisions.

And, of course, we also assist with critical elements like financing the business and managing it’s day-to-day, month-to-month and year-to-year cash flow arrangements. Did you know, for example, that there is usually no upper limit on the number of company cars your business can have? We can show you many of these little ‘tricks’ that together add up to a much more rewarding business, both personally and financially.

Put simply, as business owners ourselves, we are well-versed in the million and one little things that must be addressed if your business is to run effectively. So, just talk to us about your business, and let us help you make your good thing better.

Trevor Boyle

Director and Financial Planner

Trevor has over 20 years experience in the financial services industry, including a long standing position with one of our major banks where he was consistently rated in the top four financial planners in Australia.

In early March 2008, Trevor established Quay Financial planning in Geelong which offers traditional financial planning services specialising in retirement planning. Quay Financial Planning is the first and only financial planning practice in Geelong to offer a formal retirement counselling process and service to its clientele.

Trevor has extensive experience providing strategic planning advice and ongoing service to clients in various stages of their lives, ranging from those beginning their careers, families of all ages, retirees, companies and businesses both small and large.

Trevor has a unique ability to translate complicated financial planning concepts into a language others can understand and is passionate about educating and helping others. Trevor is a co-owner and developer of an educational board game called “Mazerro – Where Kids Learn to Master Money” which teaches children money handling skills and concepts. Mazerro was featured on the “Today Show” by Channel 9 finance expert Ross Greenwood and has been purchased by the public across Australia. Access to “Mazerro” is available via Quay Financial Planning’s website

Trevor Boyle is an authorised representative (322857) of Rimbal Investment Services Pty Ltd (AFSL 472548).

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