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.

Geoffrey Rogers

Financial Planner/Director

Geoff specialises in superannuation strategies, investment planning, taxation planning, retirement planning including Centrelink, personal risk insurance and business advice.

He graduated with a Bachelor of Commerce, with a major in Accounting and a Sub Major in Law in 1993. He holds a Graduate Diploma in Financial Planning, from which he gained knowledge about various financial planning strategies.

Prior to joining Camden Valley Financial Solutions in March 2004 as Accountant and Financial Planner, Geoff was employed for 16 years in Business Banking with a major bank in Sydney and also spent time at a Financial Planning/Mortgage Broking company in a senior position.

In early 2017 Camden Valley Financial Planning was created out of Camden Valley Financial Solutions to provide a dedicated branch for financial planning.

Commercially-minded and practical, Geoff is highly valued for his technical knowledge and practical approach to helping clients and is praised by clients for his ability to provide simple advice on complex matters.

He has a love of all sports and is community minded with roles on the local Chamber of Commerce.

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