Our services
We passionately believe in the importance of knowing MyNumber. This is the amount of wealth that you need to be financially secure for the rest of your life. One of the following will apply to you:
MySaleNumber - how much do I need to sell my business for, to be financially secure for the rest of my life?
MyRetirementNumber - how much wealth do I need to accumulate to be able to comfortably retire and not have to worry about money? When will I get there? How can I get there quicker?
MyTrustNumber - how much can I afford to gift away to my family, without compromising my own financial security?
We can help you to answer these questions.
Many years of successfully managing clients’ affairs has taught us the dangers of making important financial decisions without understanding MyNumber. Our process can calculate your personalised Number and give you clarity on your financial future.
Facebook
Twitter