Your Business WealthDiscovery Plan - Helping you design and deliver your future goals and lifestyle
Your business and your life are intrinsically linked
We recognise that the financial, physical and emotional investment and commitment you make to your business is significant.
As it grows, your business success, net-worth and also the lifestyle it affords you and your family, both now and in the future, will hinge on the choices and the plans you make every step of the way.
Your business and your life are intrinsically linked and as you journey through the financial challenges and responsibilities of business ownership, it can at times feel overwhelming, risky and unrewarding. It’s therefore important that you are clear on your business goals and lifetime objectives so that you can take proactive steps to create a realistic plan to ensure you achieve them both.
Creating a roadmap to help you achieve your business and personal lifetime objectives
There are many aspects to consider to adequately plan for the financial future and success of your business in a way that supports your personal wealth and lifestyle aspirations.
You may not have considered this yet, or it may feel confusing, time consuming and/or not relevant to the stage you are at in your business.
In truth, the earlier you start to take control and plan for the financial future of your business, the quicker you can achieve the return on your investment personally.
Perhaps you'd like to make sense of your current financial position in order to take advantage of investment opportunities? Maybe you have uncertainty around your tax and pension planning needs? You might be looking to accumulate enough wealth to provide for your children's higher education? Or perhaps you have a desire to exit and retire early with enough personal wealth to enjoy your retirement comfortably?
Whatever you aspire to achieve in your life and business, we are passionate about helping you to get there with our Business WealthDiscovery Plan service.
Which small business owners is the Business WealthDiscovery Plan service for?
The Business WealthDiscovery Plan service is for you if you:
*Exit strategies may involve the referral to a service that is separate and distinct to those offered by St. James's Place.
What will the Business WealthDiscovery Plan service include?
Your Business WealthDiscovery Plan will take the confusion out of business and personal financial planning and will: