...There's more to life than money
Business owners spend their lives immersed in their business, and their personal affairs are often designated 'something to attend to later'. At some stage, they reflect on their lives and the wealth they have created and realise that they need to make personal plans for their future before it's too late.
The over 50's face some of the most challenging life and financial decisions of any group of people, made all the more difficult by the ever increasing complexity of the financial world we live in. What they want is to find someone they can trust to help them make great decisions with their money.
We know that working hard to build a successful business is all consuming, and while you've been busy ensuring your business is well resourced, it's your personal plans that were designated 'something to attend to later'. At some point, probably in your 40's or 50's, you will find yourself facing some challenging questions about your future. Questions like:
- What do I really want to do with my life?
- How much money is enough for me?
- When will I reach financial independence?
- How much money do I need to sell my business for?
- What return do I need on my investments?
- How can I preserve the wealth I have already created?
- How can I help my family, financially, without running out of money myself?
Successful business owners over the age of 50 face some of the most challenging life and financial decisions, probably of any group of people today. Your goals are probably straightforward, but the choices available and decisions to be made are complex. You need some creative thought and simple solutions.
You've probably already experienced 'advice' from financial advisers of one form or another. Was it a happy experience? Or was it typical of the financial services industry where you felt that all they wanted, was to sell you yet another financial product or the latest 'hot' investment idea for initial sales commission? You are not alone.
What you want, more than anything else, is for someone to trust and simplify the complex choices in front of you. Someone who will listen to what you want, and who has the right mindset, attitude and ability to genuinely act in your best interests, who can guide you toward your true goals, and who is passionately committed to supporting you without the need to be selling you more financial products for sales commission.
Of course, saving tax and generating decent investment returns are part of what you need, as is working with a well qualified professional, but these should be part of the standard - a given. You want results too, but we are talking about achieving meaningful life goals, gaining clarity and confidence in your future, and being well organised and in control, not just generating more money for the sake of it.
Now you're thinking like a client of Transcend Wealth.
Existing Clients
Our purpose at Transcend Wealth is to guide our clients toward financial security and freedom. We advise on the creation, management and eventual distribution of their wealth so they can enjoy their lives, free of worry about money.
We specialise in providing comprehensive financial planning advice to successful business owners over the age of 50, who need help with retirement and Estate planning, and who want to make great decisions with their money.
