We help businesses and their owners make the right financial decisions for them, their business, and their people.

Helping your
business prosper

When you are busy running a business, you often do not have time to review things like your employee benefits or ensure you have the right protections in place. By choosing us as your adviser, we can make sure you are doing all you can to support the people in your business and make the most of the financial planning opportunities available.

We advise businesses and their owners on areas such as profit extraction, business protection, employee benefits, tax planning, directorā€™s remuneration, and more. Let us help you, so you can help your business and its people.

we help

Running a business will create financial challenges, but it will also create financial planning opportunities. Whether you are looking to protect your business and its people, prepare for the future, or protect your assets so your business can achieve its goals, we can help you.

Part of your team

For the best possible results, you need an adviser who will really get to know you and your business. We work with you to plan and structure your personal and business finances in the most tax-efficient way. Think of us as an extension of your company, always on hand.

Aligned to your goals

Your success is our success, and we are invested in helping you get the outcome you want. Share your objectives with us, and we can develop a range of strategies to match your business needs and help you achieve your financial goals.

Keeping things simple

With complex finances and a lack of time to give your finances the attention they need, we can be there for you and give you peace of mind. Let us manage the hard parts so you do not have to.

Comprehensive support

When you work with us, you benefit from more than two decades of financial expertise. We can help you make the most of your finances, adding value to your business from beginning to end. Whatever financial issue you face, we can offer a solution.

What our clients say

"Platinum have given us the courage to move forward and enjoy ourselves"

Fred & Heather

"Platinum have enabled us to live a better life"

Ian & Christine

"Platinum make me feel more secure about my financial future"


"Platinum have enabled us to live the lifestyle we've always dreamed about"

Rob & Jan

areas of expertise

Employee benefits

Your businessā€™s greatest asset is its employees, so they need to be looked after. We will help you create a benefits package that gives your team the right support.

Employee education

Putting a great employee benefits package in place is one thing, but helping your people understand those benefits and how to make the most of them is arguably even more important.

Business protection

Safeguarding your business against key risks now can save you from potential heartache. We will work out which types of cover are best suited to your circumstances.

Tax planning and profit extraction

Mitigating tax and profit extraction can be hugely complicated areas for business owners, so it is crucial you get them right. We will share our wisdom, so you stay on course.

Get in touch

Send us a message and weā€™ll get back to you as soon as we can.