Our clients often run successful businesses, or are in the medical profession, and are in need of assistance with either retiring, or creating strategies on how they can safely and securely exit the business and still live their lives to the fullest.
In our illustration of a Retirement Roadmap, business owners Michael and Julie were able to accumulate an additional $1.8 million in wealth over the last five years until retirement.
They achieved this by implementing our six strategic advice steps over the last five years of their working life, which would result in an additional $175,000 annual income in retirement.
For business owners and professionals, we provide wealth creation strategies that ensure they are able to achieve their life aspirations.
Our business model is to keep our practice small and manageable, with a focus on quality clients who have life aspirations that they wish to fulfil through money, advice and planning.
