Strategy & Advisory
Strategy Advisory Information in business is the key to being able to make the right decisions at the right time. Your Oracle Partners advisor has the expertise to ensure you optimise the value of your business by telling you what has happened, what is happening and what might happen.
Our team of professionals has years of experience as finance strategists and advisors and is capable of providing you with a fresh perspective on the current opportunities for your business while taking into consideration the appropriateness of your business systems and processes to support your intended strategy.
Much more than just an accounting firm or tax preparer, our aim is to become your financial and business partner. Ready to speak with a consultant? Contact us today.
Budgets help you to control your business’s cash flow instead of it controlling you. Much like a map helps you to plan a long road trip, a financial forecast (often called a cash budget, cash flow, or financial plan) helps you to achieve your goals and desired net profit.
The reorganisations that work best don’t just reshuffle the boxes and lines on an org chart; rather, they improve a company’s ability to handle its most important decisions and enable people within the organisation to make better evaluations. Oracle Partners will consider all relevant factors before advising you about your corporate structuring or business reorganisation.
If you’re considering buying or selling a business, it’s essential to know what the business is worth. The main challenge is in what you may think a business is worth versus what the other party thinks it is worth; they are often two very different figures. Oracle Partners is your objective source for business valuations.
You’ve worked hard to build the wealth you have; now it’s time to preserve it and keep it growing. Whether your goal is to have the lifestyle of your choice after retirement or to actively build a portfolio of property investments that will ensure wealth and security for you and your family, we can assist in strategically building an achievable plan.
Effective estate planning should include setting out your wishes in the event that you are unable to make decisions about your assets or your health. Careful estate planning can help to ensure that the wealth you have built is transferred smoothly and tax-effectively to your heirs.
Loans can help you to reach your financial goals while building a solid credit history and reputation. However, the wrong loan at an inopportune time can be disastrous to finances and credit rating. Finding the right loan is as important as paying it off in a timely manner.
Our team is able to ensure your loan structure is helping you reach your investment goals and maximise your borrowing capacity. Should you need money for buying a house or investing in your business, we can provide sound, strategic advice.
Whether you’re considering a home loan, investment loans, car loan or commercial loan, borrowing money is a significant financial decision. Oracle Partners can help you to determine if a particular loan is right for you and fits your long-term investment strategy.