Personal Net Worth & Financial Fitness

Financial Fitness is designed to give you clarity and help you maximise your net worth.

Do you know what your personal net worth is?  Do you have a clear idea of what you own and what you owe?  Where risks lie or where money is being wasted?  Our Net Worth analysis sessions give you answers – and advice on how to fast-track your financial goals.

We are also happy to review bank proposals and existing debt structures – these are often areas of significant financial waste – and provide advice that could save you substantial amounts of money.

Our qualified and experienced team is able to discuss with you your financial options, including:

• Net Worth review 
• Debt restructuring and banking advice
• Goal-setting
• Investment portfolio reporting

Don't take unnecessary risks with your future.  Allow Francis Consulting to guide you towards achieving your financial goals.

Indicative Valuations

An independent, indicative valuation provides you with answers to the questions you often need to ask about the value of a business or shares in a company.  Am I getting the best price for the sale of my business?  Is the asking price too much?

Indicative valuations should be performed:

• On a regular cycle for multiple-shareholder companies
• Prior to a major transaction taking place (such as a share sale, new share issue or business unit sale)
• Prior to debt or capital raising

We are experienced in executing indicative business valuations and reporting our findings to clients.