Business owner exiting their business
You have worked incredibly hard to build up your successful business and you want peace of mind your wealth is working hard for you. You want confidence about:
- Do I have the right cover and level of insurance to protect me and my family?
- Do I have strategies and structures in place that minimise my tax?
- Do I get access to best of breed investment ideas and sophisticated strategies?
- Do my accountant and financial planner work seamlessly together?
- Do I have a retirement plan in place that enables me to confidently retire when I want to?
- Will I avoid high risk investments that lose my family money?
- Will my wealth be passed onto my family in the most tax efficient way?
To arrange a confidential initial discussion: