Secure Client Login

If you would like to register for access, click here.

Direct Portfolio Service Login

Portfolio access is a client-only, secure area of the website for Rochdale clients to track their investment portfolio.
CLIENT RESOURCES

Click the links below to view our handy online tools and resources.

Calculators Key Dates
   
Tax Facts Trust
BUSINESS PLANNING

Planning ahead is critical to business success

To have a successful business you must plan ahead but the pressures of daily business can often mean that strategic planning takes a back seat. We'll help you establish a strategic plan that looks at where you want your business to be in the next 3-5 years and exactly how you and your team can achieve your aims and objectives.

Your strategic plan will:
  • Define the characteristics of your company in 3-5 years
  • Identify your competitors
  • Define your objectives and financial goals
  • Include an effective implementation plan to achieve your goals
  • Include a budget that sets financial targets and measures performance
  • Identify areas of risk and how they can be mitigated
The techniques we utilise in the formation of financial projections will allow you to consider future scenarios and provide goals to strive for in your business. There are many types of budgets and we can help you design the right budget for your needs and requirements.

In addition to goal-setting value, budgets will often improve your chances of acquiring funding. Financers often require budgets as a prerequisite for funding approval.

Planning is also critical if you want to ensure the growth and sustainability of your business. Read more about growing your business.

Rochdale's Business Advisors will work with you every step of the way in developing and implementing your Business Plan as we believe your success is our success. 

Contact the team at Rochdale today
to make an appointment with one of our specialist Business Advisors.
Our SMSF Specialists, Nick Rose and David Shume will present a seminar, What's New in SMSFs on Thursday 23rd February 2012 at Summerland House Farm. Book Now for this free event.
Join our team for a 2012 Budget Update on Thursday 17th May 2012 at Invercauld House, Goonellabah. Book Now for this free event.
LATEST NEWS

NICK'S BLOG

View All Posts
TROY'S BLOG

View All Posts
OUR LOCATION

ROCHDALE HOUSE
612 Ballina Road
Goonellabah, NSW 2480
Ph: 02 6620 0300
Fax: 02 6624 6655
Location Map 
Send Enquiry
Copyright Rochdale Accounting & Financial Services © | Disclaimer | Site Map | Software solutions for accountants by Acclipse