Melissa Fisher & Bryan Santos – Business, Wealth, and Future-Proofing
1. Introduction
- Host: Melissa Fisher (Acuity Development Group & Property Inc.)
- Guest: Bryan Santos – Entrepreneur, business owner, and Partner of KHI Partners.
- Topic: Business growth, property development, and future-proofing wealth.
2. Bryan Santos’ Background
- Co-owner of multiple businesses:
- Accounting practices in Gold Coast, Insurance Brokering business (QLD), Grants & Tender Writing Business
- Metal fabrication company (Victoria)
- Beverage manufacturing company (Brisbane)
- Business advisory, coaching & M&A Consulting firm
- Started in business coaching (2001).
- Passionate about helping businesses scale and minimize risks.
3. Choosing the Right Business or Investment
- No universal formula—choices depend on personal goals and risk tolerance.
- Future-proofing requires strong financial structures and risk management strategies.
4. Future-Proofing Wealth & Business
- Scaling a business or property portfolio requires proper structuring, tax planning, and insurance.
- Many business owners outgrow their coverage but fail to update it, leaving them financially exposed.
5. Building a Strong Team
- Success isn’t about delegating everything—leaders must stay engaged.
- Having the right advisors (legal, financial, strategic) ensures sustainable growth.
6. Mindset & Leadership
- Business success starts with taking ownership of challenges.
- Scaling a business requires long-term thinking, not just immediate financial gain.
7. KHI Partners – Comprehensive Business Advisory
- Services include:
- Accounting & Tax Planning
- Financial Planning & Superannuation
- Legal Services (Conveyancing, Wills, Estate Planning)
- Insurance Brokering & Risk Management
- CFO Advisory & Business Growth Strategy
- Grants & Tender Writing
- Holistic approach: All financial & legal aspects are handled under one roof.
8. Business Expansion & Growth
- KHI Partners has expanded from a small Western Sydney firm to national and international offices (London & NZ soon).
- Growth is not just for profit but for creating a wider impact.
9. Giving Back – Business with Purpose
- KHI Partners supports global charities, including:
- Refugee education & medical aid (Thailand, Myanmar)
- Schools in Bangladesh, water programs in Kenya & Tanzania
- Staff are encouraged to actively contribute, aligning with company values.
10. The Value of an Advisory Partner
- KHI Partners supports businesses from start ups to established enterprises.
- Helps businesses with cash flow management, risk mitigation, and structuring for long-term success.
11. Property Development & Financial Structuring
- Property development can be a cash flow trap if mismanaged.
- KHI Partners assists with:
- Establish and ongoing compliance of Super Funds
- Holistic structuring advice and set up for property, business and retirement
- Exit strategies
- Cash flow forecasting
- Legal structuring & tax minimization
- Risk mitigation strategies
12. Business Acquisitions & No Money Down Deals
- Bryan has helped clients acquire businesses with little to no upfront capital.
- Strategies include:
- Vendor finance
- Creative deal structuring
- Post-acquisition risk management
13. Strategic Business Growth – Avoiding Costly Mistakes
- Many entrepreneurs jump to advanced business structures too soon, leading to inefficiencies.
- Growth should be phased strategically to avoid unnecessary costs and complications.
14. Exclusive Business Bootcamp (March 2024)
- Topics include:
- Recession-proof strategies
- Future-proofing wealth & investments
- Top business models for long-term success
- Attendees get Commercial Investing Academy at 50% off (limited time only) + free business consultation.
15. Key Takeaways & Closing
- Business is not a job; it’s a vehicle for impact.
- Future-proofing requires the right team, strategies, and mindset.
- Connect with the KHI Team here
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