We offer a full spectrum of financial planning advisory services to cater to your personal and business needs.
At Abundant Life Planners, we do things a little differently. Our Financial Services Consultants go through a client-centric process to ensure that both your company’s current and future needs and priorities are met. Isn’t that what everybody does, that’s what you are thinking. Let us then share with you our unique 3 step approach to your customised and bespoke Financial Home tailored to your company specifically.
Step 1 –Using our 100 unique questions on the vulnerabilities of your company, we find out what’s important to you as the business owner, and what keeps you awake at night.
Some of your concerns could be:
- Unlocking the True Value of Your Business – What’s the true value of my business?
- What’s my Exit Strategy – How many ways are there to exit the business?
- Family Succession Planning – How can I pass my business down to the next generation?
- Retaining Key Employees – How can I retain my key employees?
- Discharging Corporate Debt – How can I ensure that the debt is not passed on to my family?
- Business Estate Planning – Is this the same as my personal estate?
- Partnership Agreement – What if 1 partner demises or is critically ill? What then happens to my business?
Our team of Financial Services Consultants akin to Financial Architects conducts a thorough Financial Analytical process analysing the financial reports and the financial diagnoses.
Step 2 – In the Financial Implementation process, we build a bespoke and customised Financial Home tailored to your company specifically.
Step 3 – Lastly, Financial Customisation. Continuously partnering you and your business, Abundant Life Planners aims to help you combat your vulnerabilities allowing you a good night’s rest knowing that your business is safe in our hands.
