Advisory: Financial Health Assessment

On a routine basis, Mark Kenmir & Co. will undertake a financial health assessment to assess any risks and inefficiencies you may be exposed to. This includes but is not limited to:

- Do you have adequate wealth protection?
- Are your assets protected?
- Are you operating your business in the best structure to suit your individual
circumstances and the changing tax, economic and regulatory landscape?
- Do you have adequate business succession planning in place?
- Do you have adequate estate planning in place?
- Do you have a will in place?

Please contact Mark Kenmir & Co. for more information or to arrange a meeting with one of our advisors for your financial health assessment.

Advisory Info:

Mark Kenmir & Co. is a dynamic Cooma-based accounting and financial planning firm. We tailor innovative expansion and wealth creation strategies for a diverse range of clients from both the private and public sectors.

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