Services for Business Owners
We specialise in working with Business Owners (Owner Managed), particularly with those who wish to use their business to plan for and secure their own personal financial future.
By specifically serving business owners, we have grown to understand their unique problems and concerns, especially when dealing with and managing their own personal wealth.
Through experience we have recognised some of the following major issues and challenges confronting business owners:
→ How can we use our business to help plan towards our goals and ambitions?
→ How can we prepare for retirement and create an exit strategy from our business??
→ How much do we need to sell our business for to live the life we want?
→ We have surplus retained profits/cash within our company. How do we use this to our advantage??
→ I would like to spend time away from my business, to fulfil my passions, how do I achieve it?
At Money Plan-it Wealth Management, we help to eliminate the doubts and uncertainties of business owners by using the right tools and implementing proven strategies.
Our knowledge and expertise in this area allow us to create effective and successful plans for our business owner clients, adapted for each individual business.
By adopting our services and advice, Business Owners take the important step in accomplishing their personal wealth goals and ultimately towards the life they desire.
For more information please contact us.
We offer all prospective clients an initial discovery meeting, at our expense, in order to understand whether there is a good fit between your requirements and our services.