Business Health Check · Melbourne
Your business is growing. Is your profit growing with it?
A free, no-obligation Business Health Check that covers your structure, your tax and the opportunities you might be missing. One conversation, a clear picture.
25+ yrs
Business and tax experience
No fee
For the first conversation
3 teams
Lending and Wealth in-house
1 meeting
To know if we're the right fit
Book your Business Health Check
Tell us a bit about your business and what's prompting this, and we'll come back with a straight answer. No obligation.
By submitting this form you agree to our Privacy Policy.
No fee for the first conversation
Step 1 takes about a minute
In short
We're a Melbourne business advisory firm. Our free, no-obligation Business Health Check is a clear look at your structure, your tax and where things could be working harder for you.
Why a Health Check
Why business owners start with a Health Check
Successful businesses can keep performing while uncertainty builds beneath the surface. A Business Health Check helps directors see what deserves priority attention, and gives a clear, no-obligation view of where things stand.
Quality counsel
A clear picture before anything else
Before we recommend anything, we look at your actual business: its structure, its tax position and your goals. No guesswork, no one-size answer.
Trusted relationships
One conversation, not five follow-ups
We get to understand your business, your background and your key goals before we make any recommendations on strategic and structural plans to improve the profitability and value of the business.
Real certainty
You'll know where you stand within one conversation
We'll tell you quickly what your structure should look like and what the tax implications are, then give you options, timelines and a quote before we move forward.
Genuine care
You'll hear from us before you have to ask
Proactive updates at key milestones. No silence, and no chasing us before deadlines.
Three-in-one
Lending and Wealth on the next desk
Once we understand your goals and objectives, we can bring in our in-house lending and wealth teams for a fresh perspective, whether that's business finance, investment property or SMSF.
Our process
How a Securinvest Business Health Check actually moves
Four stages, with a clear communication standard at every step.
01 Conversation
Tell us about your business, your structure and what's prompting the review. We'll then tell you whether we can help and what to expect.
The first step
The first step
02 Review
By the end, we know what changes make sense, and we'll outline the value to you, your options and the implications. No action is taken without your approval.
About 30 minutes
About 30 minutes
03 Implementation
Documentation is prepared and you get an implementation plan with timelines and detail. We manage the process and keep you updated at every milestone.
1 to 3 weeks
1 to 3 weeks
04 Ongoing
A new structure or plan is in place, with regular check-ins at key dates so it stays aligned and relevant as your business changes.
Ongoing
Ongoing
Client reviews
The standard we hold ourselves to
Clients who've been with us for years. In their own words.
"
Very professional and an excellent understanding of our very complex tax laws. Scott brought to our attention a possible large tax 'obligation ' and a solution to prevent it. Our accountants had not flagged it previously.
Max Google Review
"
Secureinvest is a very decent company to work with. They have taken my company onboard and do all my tax returns. They also have Financial Advisors onboard. A bunch of very good accountants and staff to deal with. I highly recommend them for all accounting needs.
Alex Google Review
Common questions
Questions people ask before they get in touch
If yours isn't here, ask in the form and we'll come back with a written answer.
We look at your structure, tax setup, and any opportunities you might be missing, then tell you plainly what (if anything) needs attention. We can assess this in our first complimentary conversation.
You will receive a clear perspective on the areas that deserve attention and a clearer understanding of the most appropriate next step. If we believe we can add value, we will explain how. If we cannot, we will tell you directly.
No, we don't charge an initial fee. The first session is complimentary so we can understand your goals, objectives, and what you're trying to achieve. If we can help you, we will. If we can't, we'll direct you to the right place.
Often, yes, and that's a good thing. If you've got an existing accountant or adviser, we'll work alongside them rather than around them. We'll tell you upfront if that's the right approach for your situation.
It depends on the complexity of your business, but most reviews move from first conversation to a clear recommendation within 1 to 2 weeks. We'll give you a realistic timeline once we understand your situation.
Often, yes. A structure that made sense a few years ago doesn't always hold up as a business grows. We'll tell you quickly whether a change makes sense and what it would involve. This is where the real magic and tax planning happens: right at the beginning, in the context of what you and your other stakeholders are trying to achieve.
Compliance accounting records and reports what has already happened. Our business advisory work looks forward, connecting shareholder goals.
Yes, this comes up in most of our structure reviews. Trust and CGT rules have shifted recently, so it's worth checking your current setup still holds up. We'll cover this in your first conversation and explain plainly what applies to your situation.
Book your Business Health Check
Your Business Health Check is free and no obligation. By the end, you'll have a clear picture of where things stand and what, if anything, needs attention.
Or call (03) 9574 8300
