My job is provide my clients with the financial advice they need to make informed decisions to create wealth wisely and efficiently. Taking small steps, and working towards their financial objectives and reviewing regularly.
With access to other financial specialists, who assist me to realise those financial goals.
I encourage my clients to protect the money machine. If it breaks down income ceases and that leads to financial problems. What’s a money machine? It’s the person who puts food on the table. It cannot be repaired like a TV, car or just disposed of and replaced. Protect your income.
As a business owner, are you aware of the consequences of the death/serious illness of a fellow shareholder/business partner/key employee? Have you thought about Business Succession Planning?
This can be dramatic and could have a serious impact on your business but there are various forms of protection that you could put in place beforehand to cover for this. If you want to know more about how you can protect yourself and your business then get in touch and we can arrange a free consultation.