For many Australians, their business is not just a source of income - it's their most significant financial asset. Yet all too often, business owners find themselves so immersed in daily operations and long-term growth plans that they forget the original purpose behind it all: supporting their family’s aspirations and building long-term independence.

In this episode of Arrow Insights, Simon Lewis sits down with Mark O’Leary to discuss why aligning your business and personal financial planning is not only wise - it's essential.

Mark explains that without alignment between business and personal goals, there’s a real risk of creating success on paper that fails to serve the life you want to live. That might mean working longer than necessary, missing opportunities to transfer wealth efficiently, or facing unintended consequences in succession or estate planning.

Key takeaways from the conversation include:

Why successful business owners should treat their enterprise as part of a broader family wealth plan
The critical importance of setting a financial roadmap early — not after 15 years of operations
How risk management spans far beyond insurance, including wills, asset protection, and succession
Why open communication with both your family and advisers is the bedrock of sustainable planning

Whether you're a business owner just getting started, or you're approaching a major transition, this episode is packed with valuable insight on how to make sure your hard work leads to lasting benefit — not just for yourself, but for the people you care about most.

Watch the full episode to learn how to bring clarity, structure and sustainability to both sides of your financial life.

General Advice Warning:
Any general advice on this page does not take account of your personal objectives, financial situation and needs, and because of that, you should, before acting on the advice, consider the appropriateness of the advice, having regard to your objectives, financial situation and needs. Information contained on this page was correct at the time of posting.