I have always used my accountant as a sounding board, devils advocate and for 30 years this has worked well.
I met my first financial planner about 25/30 years ago and quite honestly I was not impressed. Then when I retired I interviewed several Financial Planners until I found one I was comfortable with.
Recently I met a young man who is on this forum, lives in Sydney and mentioned he worked with small business.
www.psk.com.au
I really hadnt thought about using a Financial Planner for business but when you step back and think about it , surely that should be the way to go if you want to maximise your financial future. Use your accountants knowledge for minimising your tax.
Then there is an alternative talk to
Bruce@Numberz.com.au, because his knowledge with finanacial matters is possibly second to none.
( I recommend members of this forum as opposed to non members because it is about networking )