BUSINESS OWNERS
Business owners often experience more variable income than employees, depending on the business’s current stage. This variability can make planning more challenging, as it’s essential to understand how income changes could impact both personal and business goals leading up to retirement. However, with our fully online platform, you can simply log in through your desktop or app, update your information, and your financial plan will adjust automatically—visually showing your progress and trajectory.
PEACE OF MIND
As a business owner, achieving peace of mind is essential. Our all-encompassing service offers the confidence you need to pursue your personal financial goals while protecting your business’s future. With the support of our skilled Financial Planners, you’ll have guidance through the intricacies of both business and personal finance, empowering you to make well-informed decisions that secure the future of your business and personal finances alike.
MANAGE YOUR WEALTH
Our custom cash flow modeling software, CashCalc, delivers a detailed analysis of your personal and business assets, liabilities, income, and expenses, projecting them into the future with assumed rates for income growth, inflation, and interest. This gives you the insights needed to plan strategically and take proactive steps toward achieving your financial goals, securing a prosperous future for both you and your business. With our expert support, you can confidently manage your wealth and enhance your business’s financial performance.
Secure and grow your business wealth. Begin your True Wealth Business Financial Plan today.
ADAPTABILITY TO ECONOMIC FLUCTUATIONS
As a business owner, you know the challenges that economic shifts can present to your business. We provide you with essential tools to help you navigate these uncertainties with confidence. Through a customized financial plan, we help you manage your assets effectively amid rising costs, fluctuating interest rates, and other factors that can impact your financial gains. With our guidance, you’ll be well-prepared to withstand economic volatility and lead your business toward sustained growth and resilience.
PATH TO ACHIEVING FINANCIAL GOALS
We help you define and prioritize your unique financial objectives, recognizing the potential distractions and expenses that can impede progress without a solid plan. By establishing clear goals and crafting a customized roadmap, we enable you to take charge of your personal and business financial future. With our guidance, you can optimize your resources, make informed decisions, and remain focused on reaching your long-term financial aspirations for both yourself and your business.
Protect and elevate your business’s financial success. Start your journey with us.
PROTECTION AGAINST RISK
Ensuring business continuity is essential, especially when considering the impact if you or a key team member faces illness or an unexpected event. Through strategic planning, we help protect your business’s income against unforeseen challenges, including the potential effects of death, illness, or injury to you, a partner, or critical team members. Safeguard your business’s stability and future with our expert guidance and customized protection solutions.
STRATEGIC INVESTMENT DIVERSIFICATION
For many business owners, their business represents their primary or sole investment. However, diversification is essential for a balanced financial strategy. Through cash flow modeling, we demonstrate how expanding your portfolio to include diverse asset classes can impact your financial outlook. By evaluating potential effects, we empower you to make informed decisions that enhance diversification and improve financial outcomes. Expand your investment opportunities with our expert guidance and unlock the benefits of strategic diversification.
Take control of your financial future with a True Wealth Business Plan. Contact us today to get started
Creating a Financial Wellness Strategy for your employees.
Navigating the path to financial wellness for you and your workforce is a crucial endeavour. Whether you’re embarking on the journey or already well along the road, this guide is designed to help you with the knowledge and tools needed to make informed decisions and cultivate a financial plan that resonates with your individual and business goals and aspirations.
Trusted Partnerships
We work with some of the top Insurance and Financial Investment companies in Ireland:
