Ep 51 - Smart Money for Small Business

Ep 51 - Smart Money for Small Business

From Wealth Experience by Alman Partners Pty Ltd

May 15, 2026 · 26 min · Season 4 · Episode 51

About this episode

In this episode, Teneale and Jason Kirk discuss the financial realities of running a small business in Australia and the importance of timely financial advice.

In this episode of 𝐖𝐞𝐚𝐥𝐭𝐡 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞, Teneale is joined by Financial Adviser and Alman Partners business owner, Jason Kirk, to unpack the realities of running a small business in Australia. With 98% of Australian businesses falling into the SME category—and many owners sacrificing a salary in the early years—Jason explores how financial advice for business owners differs from that for individuals. He explains why effective advice comes down to sequencing risk: understanding what to prioritise, what to put on hold, and what to avoid altogether. They also dive into the strong link between personal and business finances, and the value of a well-rounded professional network—especially collaborating closely with accountants—to achieve better client outcomes. Jason shares his perspective on the right time for business owners to seek financial advice, challenging the common mindset of waiting until “later.” Whether you’re launching a start-up or managing an established SME, this episode delivers practical insights to help you make smarter financial decisions at every stage. Find us on: 𝗣𝗼𝗱𝗯𝗲𝗮𝗻, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆, 𝗔𝗺𝗮𝘇𝗼𝗻 𝗠𝘂𝘀𝗶𝗰, 𝗣𝗹𝗮𝘆𝗲𝗿𝗙𝗠, 𝗔𝗽𝗽𝗹𝗲…

People in this episode

Host: Teneale

Guest: Jason Kirk

Topics covered

  • small business
  • financial advice
  • SME
  • personal finances
  • business finances
  • risk management

Keywords

  • small business
  • financial advice
  • SME
  • risk sequencing
  • personal finances
  • business finances
  • professional network

Mentioned in this episode

Organizations: Alman Partners

Places: Australia

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