Sustainable growth will allow you to turn your business into so much more than just a project or a job for yourself. It has the potential to grow into a lifelong career of transforming the lives of your customers, employees, and everyone around you for the better.

At Aero, we assist you at each stage of your growth phase by asking the right questions and challenging you so that you are held accountable to achieve that vision which you set out to achieve for yourself.

 
Our Services
 

Strategy Services
 

• 5 Why’s Framework
• Vision, Mission, Values Development
• Unique Selling Proposition Matrix: 3 What’s
• Process Development
• DISC Assessments
• Benchmarking & KPIs

Accounting Services
 

• Business Valuations
• Business Acquisitions and Mergers
• Virtual CFO Services
• Due Diligence for New Business Acquisitions

Is your business growing and you are feeling like you are paying too much tax? Do you just need a second opinion? Are you being listened to, but not heard? Believe me, we understand your frustration.

At Aero, we make it a point to understand your personal circumstances, and to ensure that you are paying the least amount of tax legally possible, so that you can keep your business on the right track to success.

 
Our Services
 

Compliance Services
 

• Preparation of Financial Statements and Income Tax Return
• Pay as You Go Withholding (PAYG)
• Goods and Services Tax (GST)
• Fringe Benefits Tax (FBT)
• Luxury Car Tax, Wine Equalisation Tax and Fuel Tax Credits (LCT, WET, FTC)
• Capital Gains Tax (CGT)
• Small Business Tax Concessions
• Payroll Tax
• Land Tax & Stamp Duty
• Worker’s Compensation
• Tax Compliance Review
• Company Secretarial

Compliance Services via Referral Partners
 

• Bookkeeping
• Payroll
• Human Resource Management

Advisory Services
 

• Tax Planning
• Salary Packaging
• Tax Strategy
• Tax Consolidated Groups

Your net worth is a great way to measure your progress as a business owner, but everyone has their own milestones that they want to reach. Whether it is to build your dream home or to have a passive income of $100,000 a year during retirement, these milestones are useful tools to help us understand you better and find ways to help you achieve them.

At Aero, we believe in regularly assessing your circumstances to see if you are on track to meet your goals, which may not be as far away as it seems.

 
Our Services
 

Wealth Services
 

• Budgeting and Benchmarking
• Goal Setting
• Asset Allocation

Wealth Services via Referral Partners
 

• Property Strategy
• Financial Planning
• Stockbroking
• Mortgage Broking

Is your business equipped with the best structure to maximise your financial success? An ideal structure would include barriers to protect itself from both endogenous and exogenous risks. Without a reliable safety net in place, you may lose lucrative opportunities due to hesitation or fear of those risks.

At Aero, we understand the value of your business and the importance of keeping your livelihood protected from any unfortunate events.

 
Our Services
 

Protection Services
 

• Purpose-Based Structuring: Business
• Purpose-Based Structuring: Investments
• Asset & Structure Protection Review

Protection Services via Referral Partners
 

• Shareholder/Partnership Agreements
• Business & Worker’s Compensation Insurance
• Personal Insurance
• Estate Planning
• Legal Advice and Strategy
• Insolvency and Forensics

Once the foundations of your business have been set, it is time to look outward to assess your competitive advantage in the market. Lack of efficiency and effectiveness can impact the long-term growth of the business with rising costs and inflation. 

At Aero, we believe that the businesses of tomorrow will thrive on the principles of efficiency and simplicity. We work with small business owners to execute their vision by identifying areas of their business that require attention and overcoming capacity constraints.

 
Our Services
 

Optimize Services
 

• Business Optimizer Review
• Budgeting and Forecasting
• KPI Development
• Benchmarking
• Virtual CFO

Optimize Services via Referral Partners
 

• Cloud Software Implementation
• Process Development and Implementation
• Human Resources Advisory

You may have already decided on your ideal retirement years ago, but do you have a clear exit plan? The future should be something to look forward to in life rather than something to stress about and agonise over.

At Aero, we believe that everyone deserves to have their ideal retirement without making any compromises. By asking the right questions, we can reverse engineer your vision and work out a timeline based approach to achieve the desired outcome.

 
Our Services
 

Exit Services
 

• Business Optimizer
• Succession Planning
• Retirement Planning
• Business Valuation
• Asset and Risk Allocation Review

Exit Services via Referral Partners
 

• Estate Planning