Business Owners

Whether you’re a business owner or involved in a family business you know that success comes to those who plan for the challenges and opportunities of the future.

Whatever your needs, you’re seeking a trusted adviser who will find a way to balance all your objectives: business, family and personal.

Our service is truly specialised – we work only with private business owners and their families. 

Our advice spans accounting and tax, corporate finance, business strategy, succession planning and retirement and estate planning.

Financial Advice

No such thing as an off switch

Longer lives mean people reaching retirement age don’t switch off, they switch gears to focus on different things. Discover how this has changed the way people plan financially for their future.

A team of professionals focused exclusively on private business owners – just like you.

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    Sector Specialists

    Our specialist team understand the challenges and opportunities facing your business. Our clients range from smaller rural operations to large multi-franchised metropolitan businesses in industries such as motor dealer services, retail, property, construction and more.

  • Building and protecting your wealth

    Key to our service is a philosophy that isolates business risk from your personal assets. We help you turn your business success into personal wealth with structured, risk-aware planning.

  • Tailored to your needs

    We take the time to get to know you and understand your business, family and personal needs and objectives. We provide solutions that are tailored to your unique challenges.

A partner who shares your business vision

Business and management advice

At the heart of every business is something special. Often hidden, regularly overlooked, and usually misunderstood. Identifying and driving your competitive advantage can mean the difference between good and great.

The specialist team at Fordham Business Advisors act exclusively for private businesses, their owners and their families. We help small to medium businesses grow and succeed through careful planning and strategy. We help business owners understand and manage their business, build and protect their wealth and plan and structure their lives.

Advice relevant to the challenges you face


Business planning - central to every successful business is a professional approach to planning. Without a properly considered strategy, businesses suffer from poor decisions and rarely achieve their potential.

Business structuring - Many business problems are caused by poor business structures. Good structures build responsibility, accountability and autonomy in a way that realises the owner’s goals and ambitions.

Corporate finance - We help you optimise the return from any type of business sale with a focus on sale strategy, deal structure and after-tax return.

Strategies for success - We help your business grow by asking the right questions. What should your profit be? Is your business carrying too much debt – or too little? By working with you to benchmark your business we can help you make it better.

To find out more...

Fordham’s Business Advisors are committed to your business success (Fordham is part of Perpetual). Click here to find out more or to speak with Fordham.