Many business owners regard their business as their primary source of retirement planning. 'My business is my pension' is an expression often used. In other words, they expect to realise sufficient capital from the sale of their business to secure a comfortable retirement for themselves and their immediate family. For some this will become a reality, although for many it will remain an unrealised dream.
Our service is specifically designed to assist you with long-term planning to help you create financial independence from your business.
We will also provide advice to help protect you and your family against future risks so that you can enjoy a relaxed retirement.
We will help you take the time to consider your future financial independence from your business and show you how you can utilise tax-efficient savings products to create a successful long-term strategy.