Personal Wealth Creation Planning Service
Turn your business success into long-term personal freedom.
Outline and Benefits
Why we developed this service.
Many business owners are so focused on the “now” of their business that they neglect the “future” of their personal wealth.
A profitable business is a tool, but wealth is the long-term goal. We developed this service to help you bridge the gap by taking the surplus from your business or career and turning it into a strategic, long-term wealth engine.
We’ll help you benchmark your ideas against proven investment performers, stress-test your vulnerabilities, and create a 30-year roadmap that covers everything from property to retirement timelines and everything in between.
Investment: $3,500 + GST – RBP funding may be available for eligible business owners.
- Move past guesswork by seeing how specific ideas, like a rental property or new business venture, stack up against market benchmarks.
- Get clarity on what you need exactly to retire comfortably, and when you’ll get there.
- Ensure your family and lifestyle are protected against market volatility by identifying vulnerabilities.
- Transition from simple saving money, to executing a documented plan that directs every dollar towards a specific long-term goal.
- Turn dream goals into achievable targets with the support of our team
This service is designed for business owners and high-income earners who want to turn their current earnings into a strategic, long-term wealth engine.
It is ideal for those looking to evaluate new investment opportunities, plan for a comfortable retirement, or simply gain certainty that their personal assets are working as hard as they are.
The best time to start wealth planning is before you make your next major financial commitment or investment.
By setting your benchmarks and timeline now, you ensure every dollar you earn today is being directed towards the future lifestyle and financial freedom you’re working towards.
Call us now to further discuss our Personal Wealth Planning Sessions.
Pre work:
- Complete a detailed or simplified personal budget using our specialised templates.
- Map out your current net worth, including all existing investments and debts.
- Identify your “wants” and future plans, from property developments and share market interests to lifestyle goals like travel, boats, or helping family.
During this meeting, we’ll:
- Analyse your personal budget to determine the exact funds available for wealth creation.
- Compare your investment ideas against global benchmarks like the S&P 500 or NASDAQ.
- Evaluate the long term-returns and after-tax implications of various options, such as residential rentals or new business ventures.
- Stress-test your plan against volatility or changes in personal circumstances to ensure your wealth is protected.
- Develop a 30-year net wealth timeline and a concrete Action Plan for what needs to happen immediately post-meeting.
I just wanted to say thanks so much for the great service you and your team provide. I know I am a fairly new client and have only been self employed for several months now but dang! you guys have taken all of the discomfort out of the accounting/tax/financial side for me, something of which I have never enjoyed in the past due to previous experiences with the last couple of incompetent accountants I used. At first I thought the monthly fees were too high for a small business owner like myself but I now take that back, your services are worth every cent.”
Mark Haynes Director - Revolution Engine Services Ltd