What is your number?

We all need a certain amount of money built up to see us through to the end of our lives in the comfort and security we want.

Most people in business are in the accumulation period where you build net worth. Later you move into your distribution phase because there is less coming in that you are spending. Have you worked out how much you need to cover the shortfall?

If you own a business you have the opportunity to make improvements to the business to ensure your wealth plan works for you. If you are interested in finding out more about this call me because I have teamed up with an Independent Financial Adviser and together we can create and co ordinate tax and financial planning strategy.