Business Owners

As a Business Owner your time is precious.

You are constantly planning for the future of your business but we have found it is not unusual to overlook your own financial planning and analysis.

Business Owners have different financial planning needs to those of employed professionals. You encounter different issues, and the solutions are not always clear.

You have unique needs, so it’s important that your financial planner is someone you can trust and who is accessible. You want someone who is available when you need to speak to them.

Imagine Financial Planning provide comprehensive Financial Retirement and Exit Strategy Planning – so you can spend more time doing what you do best… running your business.

Great opportunities for Business Owners

Business Owners may find themselves with attractive options to both minimise tax and build up their savings for when they want to retire. Tax is just part of the daily life of a business owner like you, but paying as little as legitimately possible is a worthy objective.

A great way to plan for your future is to incorporate your personal financial plan into your business plan, this will help you to create a system to divert a portion of profits in a tax effective manner out of your business and investing this outside of your business to provide for your retirement in the most tax effective and efficient means for your future.

We specialise in working with small and medium sized business owners.  By focussing our attention on you, we can add significant value and help you retire and exit with more money in your pocket than you had imagined.

Bring in External Specialist Help

Many business owners employ accountants, lawyers and other professional service providers in areas in which they lack specific expertise. Independent Financial Planners are an important part of that advisory team.

Imagine Financial Planning will help you formulate a plan to utilise your largest asset – the business – to fulfil all of your future goals.

Remove the Hassle

We ask you the right questions and then listen, to enable us to fully understand your business and your goals.  In turn, we then research, review to manage your financial plan with you and re-evaluate as required.  This process will give you clarity, confidence and direction for your financial future and your retirement plan.

KEY QUESTIONS FOR YOU : If you don’t know how much you will need, how will you get it? Investment planning is essential to achieve your desired level of retirement income.

Cashflow modelling can work all this out for you, allowing you to work towards the time when financial freedom can become a reality. We treat you as an individual and discover what’s really important to you.

We can discuss ideas and opportunities with you in a truly personal way.

What is an exit strategy?

One of your key decisions as a business owner is when you want to either sell or retire and this takes careful planning, goal setting and future scheduling to ensure you exit at the right time for you. As your financial advisor our aim is for you to exit your business with more money than you can imagine.