Our succession planning consultants bring their years of expertise of working with family-owned businesses and individual wealth planning to help you successfully navigate the succession planning maze and plan solutions for you to enjoy the rewards of your years of hard work.
Security and confidence in your financial future is crucial, yet the financial services market is often complex. A myriad of options exists but when it comes to planning your financial future, the right advice can make all the difference.
The needs of every business and individual are unique, at SJA, our planning experts provide customised solutions to meet your specific financial needs from both a personal and business perspective. We first spend time to listen and understand your challenges and your financial goals to help you plan your envisioned future.
Our Wealth Planning and Succession experts, have the knowledge and experience surrounding family businesses and personal finances to tailor specific solutions to your needs
Our planning specialists, carry out a comprehensive review of your business and personal and business financial position, tax positions, value drivers, potential risks and your goals. We then carry out our analysis, and implementation of the pros and cons of various options and analyse how they match up to your financial and non-financial goals.
Based on this we prepare an action plan with steps to maximise the value of your business and personal wealth, as well as ensure your business is prepared for succession. Our team assists you through the execution of the plan to help you leverage and protect your interests, continue legacy, peace of mind and a peaceful future of financial freedom.
Laying the financial
groundwork for you and your family is the key to growing a legacy for future generations.
Succession planning for the family, shareholder and the business –
We help assess your current financial health and provide pragmatic advice to establish achievable personal financial goals through: