You
Move forward with confidence
If you’re a business owner over the age of 45 and you’re hoping to retire or step away from the day to day in the next five to ten years, it’s very likely that you will need a financial planner to help you through the process and head into retirement.
The key to a stress-free retirement is to plan ahead. With our bespoke advice, you and your family will be rewarded for your lifetime of hard work.
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.
Planning for financial success
It’s so important for us to take the time to get to know you very well so that we gain a deep understanding of your situation. Our 5-stage process ensures this happens and that nothing is left behind.
Our experienced team are committed to understanding your needs at every stage in the process and will always have your goals in mind.
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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.