Helping business owners
who want to sell, retire or
make work optional in 5 - 10 years
How we can help you
Plan for retirement
Make work optional and gain the freedom of knowing when you can give up work for good.
Provide for your family
Implement sensible financial decisions that will allow you to create the future you want for yourself and your family.
Invest wisely
Invest in a broad portfolio of globally diversified shares and stick with this strategy for the long term.
Read our reviews
As you can see, our clients believe in our work and have taken the time to leave feedback. Here are just a handful of our recent reviews – we’re delighted to positively impact the lives of others.
Get in touch
Own Your Journey: An Interview with Jane Brady of Brady Insurance — Selling, Scaling, and Taking Back Control of Your Business
Wednesday 17 September. 10 am
Thinking about selling, scaling, or taking back control of your business? These are some of the biggest decisions you’ll ever face as an owner, and learning from someone who’s already walked the path can make all the difference.
Join us for an exclusive live interview with Jane Brady of Brady Insurance, as she shares her journey of selling, scaling, and ultimately buying back her business.
What will you learn?
In this 45-minute session, you’ll hear:
- How Jane navigated selling, scaling, and reclaiming control of her business
- Practical lessons on business valuations — including how to prepare effectively for valuation conversations and maximise the value of your business
- The key traits Jane looks for when acquiring other businesses
- Advice for business owners preparing for big decisions
Who should attend?
This interview is ideal for business owners who:
- Are considering selling or scaling in the next 10 years
- Want real insight from someone who’s been through it
- Are balancing business growth with keeping control and focusing on their main priorities
When?
The webinar will take place at 10:00 am on Wednesday 17 September.
It’ll last for 45 minutes, including time to ensure we answer everyone’s questions.