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Trust Assessments

Our business is very different and we would love you to experience what we do and how we do it.

We’re different for a number of reasons – not the least of them is that we use well-defined processes; processes that our clients enjoy using.

We call one of those processes TRUST.

Completed online and for free, the aim of TRUST is to gather the key information we need to understand your needs and identify how we can help.

It’s a process you can use right now to experience our firm for free.

  • You commit around 30 minutes of your time to complete the online TRUST assessment;
  • You answer questions about your business and finances;
  • We analyse your answers and identify strengths, weaknesses, opportunities and threats;
  • We get together to discuss; there’s no charge for this meeting; and
  • We provide you with a comprehensive Client Assessment, including a summary of your top 5 action items.

Our ultimate goal is to help you save money (e.g. through tax minimisation) and grow your revenue, by focusing on the issues that really matter.

Select from one of three TRUST assessments:

KOUSTAS TRUST: BUSINESS IMPROVEMENT

General business health assessment and improvement

Register

KOUSTAS TRUST: INDIVIDUAL

Income tax, investment, insurance, asset protection, savings or debt management needs

Register

KOUSTAS TRUST: ASSET PROTECTION & WEALTH CREATION

Investments, wealth creation, asset protection, retirement and estate planning

Register

Book an appointment?

If you are not currently a client of this firm and would like to discuss the possibility of us working with you, please contact us or click on the link below and send an enquiry. Our Business Development team will promptly ensure that you get to talk to the right person in our firm.

Take the First Step

Our TRUST assessment is the first step towards becoming a client and identifying areas in which you need help.

Let's Start