It makes sense; it's probably your largest asset and just like a pension when you stop work the value it generates will be used to fund your lifestyle in retirement.
So why don’t most Wealth Managers talk to you like it’s part of your wealth?
At Private Label Wealth, we’re different.
We can actually advise you on the exit of your business as part of your retirement planning- we’ll understand your goals and help you shape your business for sale and to maximise shareholder returns. We can then create a holistic, integrated plan covering not just your personal wealth, but your entire wealth across both personal and business assets- this leads to better outcomes for all, now and in the future.
If this is something you’re interested in, I'm local so let’s have a cost free, no obligation chat to see if we can help
Gareth
