Business solutions collectively changes the game

WHETHER it be business or personal, your time is better spent doing what you do best. That’s where Artery comes in.

RETINUE FOR BUSINESS AND FOR LIFE... Whether you are starting or selling a business, managing insurances, dealing with tax, or whatever your needs in business or in life, Artery works together to help you cut through red tape. Pictured in the centre is Artery chairman Nathan Goodall with two clients. Photo: Supplied

Comprising a treasure-chest of professionals from a wide range of backgrounds and industries, Artery is best placed to navigate the complex issues and deal with red tape, so that you don’t have to.

Whether you are starting or selling a business, managing insurances, dealing with tax, looking to improve your office culture, investing, divesting, wading through a relationship breakdown, or anything in between, Artery is with you for the journey. Much like an actual artery, the team operates as a collaborative vascular system of advisers working together to provide foundational professional services to clients, with a focus on achieving real-world outcomes.

“Our business is completely incomparable to any other model out there. We offer a trusted sounding board to our clients across such a large range of advisory services,” said chairman, Nathan Goodall.

“Whether your current path involves reviewing or managing your insurance program, reducing overheads within your business, buying or selling a property or a business, or setting yourself up for retirement, we are with you for the journey.”

Venkata Gadde, a director of Artery with similar Goulburn Valley origins to Mr Goodall, has watched the impressive culture of the business grow.

“Our team leans on each other daily and we trust each other implicitly. We are all in constant contact with each other and leveraging our wealth of knowledge across the group to create efficient and price-effective outcomes for our clients.”

“Our aim is simple – to protect client interests while making the entire process as seamless and stress free as possible,” said Mr Gadde.

BACKING BUSINESS

We’re proud to have supported Australian agri and regional business with local knowledge, industry insights and expertise for over 160 years. And with more than 650 local bankers in 120 locations around Australia, we’re ready to help you bring your plans to life – at every stage of the journey. Talk to our Regional and Agribusiness bankers today or call:

Dave Davies 0429001885 Mark Simsen 0459867161 Kerry McQualter 0427 863 163 Cameron Hammond 0436637973 Matt Butt 0476 801717

Congratulations Emma Glazebrook for winning the Victorian Franchise Woman of the Year Award.

For award winning body corporate or owners corporation management services, contact Emma at 03 5831 2913 or info@mbcmshepparton.com.au.

MBCM.COM.AU/SHEPPARTON

Your Trusted Advisers Your Trusted

Artery Legal More than just lawyers.

Be it business or personal, we believe your time is better spent doing what you do best, not dealing with red tape. Whether your current path involves buying or selling your home, starting or selling a business, or managing the breakdown of your relationship, we are with you for this journey, and the next. Our aim is simple – to protect your interests while making the entire process as seamless and stress-free as possible. By working to truly understand your drivers, your circumstances, and your end game, we are then best placed to provide advice that comprises the right balance of commercial, legal and personal considerations. Whether your needs are transactional or situational, we are there to help you reach your next goal.

Services include:

• Commercial advice on problem solving, project management & strategy • Fractional general counsel deployments for start-ups, SME’s and middle market clients • Conveyancing, property & leasing, building & construction • Non-executive director, advisory board and family council appointments • Family law • Wills & estates, powers of attorney • Insolvency • Taxation

Artery Optimise Optimise your efficiencies and long-term business capabilities.

Businesses need to juggle a diverse range and nature of expenses whilst also ensuring productivity is maximised without compromising on quality of output. We support businesses in fine-tuning their operations while also building trust and reliability through our valued networks.

Key principles and services include:

• Strategic reviews of existing business operations with actionable recommendations to achieve proposed measurable business sustainability targets • Assisting businesses to efficiently manage their inventories through a variety of robust inventory management practices • Negotiation of B2B agreements and recurring commercial contracts

relevant to all facets of business including storage, transport, utilities, hire equipment and more • Implementation and integration of Enterprise Resource Planning (ERP) software systems to maximise resource usage efficiency • Applying for and securing state and federal government grants to help businesses with their longterm growth trajectories

Artery Wealth Your bespoke wealth advisory solution.

Our fundamental belief is that strategic asset allocation across various asset classes (local & international equity markets, private equity investments and fixed interest opportunities) needs to be dynamic.

through the use of three major screening processes, namely:

• Macro factors • Valuation • Momentum

This dynamic asset allocation is dependent on:

• Risk management: your understanding and desired appetite for risk • Financial markets: how each asset class may be tracking at any point in time (within its own cycle)

Our methodology is based firmly on our observations about the cyclical nature of financial markets and studied with a perspective framed over 3 to 5 years. We

approach the task of portfolio construction

This approach is underlined by a disciplined rules-based approach to risk management - well beyond traditional asset class diversification. We apply our belief that retaining full exposure to equity markets throughout the economic cycle, invariably leads to significant cyclical falls in capital. Instead, by reflexing the level of risk presented at various stages of the economic cycle – we endeavour to step away from equity exposure (either partially or entirely) when systemic risk is high and being reflected in the underlying market/s.

Nathan Goodall

Chairman & Director

Michael Jensen

Director

Michael Canzoneri

Director

Loula Haramis

Legal Consultant

David Chia

Director

Ben Brockhurst

Director

Venkata Gadde

Director

Bill McLellan

Director

Aryan Goodall Client Solutions Architect

Your Trusted Advisers Your Trusted Advisers

Much like an actual artery, our team of professionals operates as a collaborative vascular system of advisers, working together to provide foundational professional services to clients seeking a sustained relationship built on generational trust.

We act as a single point of delivery knowing client business needs as if they are our own. Our collaborative culture enhances response times, lowers expenses and removes the unnecessary duplication of meetings and information collation. We are here to suit your personal and professional life cycle and make your needs our priority. Quite simply, your success is our success.

Artery Performance Your go to for all things leadership, people, culture and performance.

Taking any business to the next level requires talented leaders capable of developing themselves and others exceptionally well. We support those leaders to facilitate a productive and harmonious workplace allowing the business to achieve and exceed key performance indicators.

Services include:

• Facilitating full lifecycle people and culture ecosystems underpinned by supporting software • Whole of business predictive analytics technology • Executive mentoring and business coaching • Leadership team workshops • Advisory board appointments • Fractional people and culture appointments

Artery Insurance Protection when you need it.

Using a combination of enduring fundamental skills in conjunction with innovative problemsolving capabilities, our team is well placed to formulate complete insurance and risk management solutions specific to your needs. Our unique methodology includes our staff being legally trained or supervised, ensuring your insurance program is structured so as to avoid potential fine print pitfalls, also providing you with the comfort of knowing our team can interpret and resolve any claim of any size.

Key client segment solutions include:

• High Net Wealth • Agribusiness and Large Farm • Food & Beveridge, Cold Storage • Transport, Warehousing & Logistics • Corporate & Professional Risks • High Risk Exposures • International Programs • Insurance Due Diligence Reports • Scheme Facility Arrangements

Artery Collective Your complete advisory treasure chest.

Our rotational advisory board solution can take your business to the next level with our group of leaders helping you embrace opportunities and overcome challenges as they arise. As a truly unique offering, we can provide your business with valuable insights from the perspective of each Artery division when it is needed in real time. Our advisory board team has the real world experience in leading successful companies and they have the scars to prove it.

Key principles and services include:

• Clarity of scope clearly articulated • Independent and diverse representation • Advisors are fit for purpose to fulfill the scope and meet objectives • Structure, discipline and protocols to establish, manage and review effectiveness • Ongoing measurement of organisational impact and alignment

Artery Accounting A problem-solving advisory solution for your business.

We help clients overcome obstacles and capitalise on opportunities with common sense solutions. Our authenticity and integrity is important which flows through to our office environment. We are more like a family but we won’t tell you what to do. We take the time to understand your needs, then provide a range of options and educate you on the pros and cons of each so you can make the best decision for your needs.

Services include:

• Accounting • Taxation • Business Planning • Succession and Estate Planning • Audit Services • Business Appraisals • Company Formations &

Corporate Secretarial • Software Installations and Training • Self-Managed Superannuation Funds • Management Consulting