The Director Programme
Created specifically for shareholding directors, The Director Programme™ is a blend of personal and business financial planning
It is designed to help you be financially well organised - to identify opportunities for the control of your own and company tax - and to use your business to create and preserve wealth.
Shareholding directors are unique because they control the money flows in their business. This creates opportunities that salaried employees cannot benefit from.
By taking the time to consider both your personal and business financial position - and showing you the interaction between the two - we can help you identify the unique planning opportunities available to you.
Just some of the benefits:
- your unique Financial Plan to help you visualise the future
- peace of mind because you will be better informed and financially well organised
- a series of structured planning sessions to help you maximise opportunities
- the annual planning meeting designed to keep you on ‘track’ and empower you to make life changing decisions
- access to selected partners that can assist you with your wider financial planning
