The Holistic Accountant
A holistic accountant goes beyond tax returns, aiming to offer proactive advice to maximise clients' wealth after all taxes. Stuart Wemyss and Mena Abraham explore multifaceted considerations weekly, highlighting the need for a holistic approach. Each episode is succinct and to the point with no fluff or sales pitches. For further details, check out www.prosolution.com.au.
The Holistic Accountant
Young entrepreneurs and building wealth outside their core business
In this episode, Stuart and Mena shift the focus to young entrepreneurs, those building businesses but wondering how to build wealth beyond them. It’s easy to pour everything into your business when it feels like your best asset. But what happens if growth slows down or plans change? The biggest risk for entrepreneurs is having all their wealth tied to a single venture. That’s why this episode is packed with the right questions to ask your accountant or financial adviser if you want to protect what you’ve built and set yourself up for long-term financial freedom.
Stuart and Mena cover a wide range of strategic questions, from whether to buy your own home or invest first, to choosing between property, shares, or a blend of both. They explore how to use your borrowing capacity wisely, where to hold your investments (personally, trust, or company), and how to balance reinvesting in your business with building a portfolio outside of it. They also discuss protecting assets, managing liquidity, using superannuation, and preparing for future generations.
If you’re a business owner asking “what’s next?” financially, this episode gives you a roadmap to start building freedom outside your core business, one smart decision at a time.
If this episode resonated with you, please leave a rating on your favourite podcast platform. It helps us reach more incredible listeners like you. Thank you for being a part of the journey!
Click here to subscribe to our weekly email.
SPECIAL OFFER: Buy a one of Stuart's books for ONLY $20 including delivery. Use the discount code blog here.
Work with Mena & Stuart's team: At ProSolution Private Clients we encourage clients to adopt a holistic and evidence-based approach when making financial decisions. Visit our website.
Follow us: Stuart: Twitter/X and LinkedIn. Mena: LinkedIn
IMPORTANT: This podcast provides general information about finance, taxes, and credit. This means that the content does not consider your specific objectives, financial situation, or needs. It is crucial for you to assess whether the information is suitable for your circumstances before taking any actions based on it. If you find yourself uncertain about the relevance or your specific needs, it is advisable to seek advice from a licensed and trustworthy professional.
Podcasts we love
Check out these other fine podcasts recommended by us, not an algorithm.
