Ake Business Trifecta

The package for growth-focused businesses

The Ake Business Trifecta provides you with 3 essential business advisory services for one great-value monthly fee.

Being in business is incredibly rewarding. But there can also be speed bumps, or times when you’re not sure what direction to take. The Ake Business Trifecta is designed to help you take control and build a sustainable, profitable business that balances with your life. We provide the planning tools, support and accountability you need to maximise opportunities, overcome challenges and reach your goals. You’ll receive:

  • A 12-month Business Plan

  • A 12-month Cashflow Forecast

  • 4 x quarterly Business Coaching sessions

Is this for me?

Yes! The Ake Business Trifecta is for anyone - whether you’re just starting up, stepping up to take over the reigns, or have been in business for a number of years.

What’s included:

Our Ake Better Business Trifecta includes three of our key business advisory services:

  • A Business Plan provides vital focus, helps you to make key decisions, and defines the strategies and actions needed to achieve your goals while finding the right balance in your work and family/personal life.

  • Setting targets and monitoring your actual cashflow against your forecast will enable you to predict and plan for large cash outflows, and respond to changes in your business.

  • A regular outside view, advice and support from someone that knows you and your business can be invaluable. We will keep you accountable, act as a sounding board and ensure that you feel supported and enabled to reach your targets.

  • Each year we provide a complimentary review meeting with our senior team. At this meeting we’ll talk through issues, opportunities and challenges for your business, identify strategies and how we can help. It’s also an opportunity for our team to pinpoint future tax efficiencies and review your asset protection.

SPECIAL INTRODUCTORY OFFER

The Ake Business Trifecta is now available for just $295 +gst/month for the first 12 months (usually $495+gst/month)

What to do next:

Talk to your Ake Client Manager about receiving your proposal, or if you’re new to us, book a 10-minute introduction call with us below.

Book a Free Consultation

We know that finding the right advisor is a decision not to be taken lightly. That’s why we offer free consultations with our team to talk through your needs, and whether we’re the right fit for you.

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