+61 7 3844 5555

It has been said that a goal without a plan is just a wish. As we come to the end of the financial year, now is a great time to take some time out from the day-to-day and think about what lies ahead for you, your business and your financial position. Not only do we regularly take ourselves through this process, here at The Macro Group, but we are also having some great planning meetings with clients – where we look to the future, forecast what it may look like and then put steps in place to make it happen.

There are three important planning steps: GoalForecastPlan.

  1. Goals – These are your ideas and you own them.
    Do you want your business to be bigger?
    Do you want your business to be simpler, more streamlined?
    Do you want to pay down debt?
    Do you want to pay less tax?
    Do you want to expand overseas?
    Do you want a better return on your invested funds?

 

  1. Forecasting. Once you know your goals, we have a process where we forecast whether that goal is achievable and how it can be achieved. At The Macro Group, we believe all goals related to your business and finance can be put into a mathematical calculation, called a Forecast, which uses historical data and forecasting methods to predict certain events. The Forecast may be for your entire business or one particular aspect, like an investment or your tax rate. Many of the banks will want to see your Forecast, both for your business and for you personally.

 

  1. Planning. Once you have settled on your goals and have forecasted how you can achieve those goals, planning to achieve them is the most important step. Regular measurement allows you to track your progress and achieve your goals.

Every quarter in Australia, over 2,500 businesses are put into some type of insolvency action. Many of these result from poor planning and inadequate financial management. Make an appointment now to discuss your future.

Please call us on 07 3844 5555 to discuss with a Macro team member today.

AUS (BRISBANE)

220 Melbourne Street, South Brisbane QLD 4101, Australia

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AUS (BYRON BAY)

12/7 Grevillea St, Byron Bay NSW, Australia

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US (IRVINE)

2030 Main Street, Irvine, CA, USA

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Locations

AUS (BRISBANE)
Level 1, Suite 4

220 Melbourne Street

South Brisbane QLD 4101

+61 7 3844 5555

admin@macrogroup.com.au

AUS (BYRON BAY)
12/7 Grevillea St
Byron Bay NSW 2481

+61 2 6699 8000

byron@macrogroup.com.au

US (IRVINE)
Suite 1300

2030 Main Street
Irvine, CA 92614, USA

+1 949 209 9449

admin@macrogroup.com.au