Kayser Wealth Strategies

My business is my super – we’ve certainly heard that a lot.

And yes we’d agree that your business most likely makes up a large percentage of your personal wealth, we do feel it is vital that your financial future is not solely reliant upon the ongoing success of your business.

We therefore feel it is important that your own personal finances be treated with as much attention as you treat the ongoing success of your business.

Having dealt with business owners for many years both as a Chartered Accountant and Certified Financial Planner, we know where you are coming from, and so whilst everyone’s situation in unique, we have listed below the most common financial quandaries people in your situation face.  Please click on the links to find out more:

I think I’m paying the taxman way too much

I have too much money

I want to save for a great retirement

I need to protect what I have worked so hard to build up

I need more baskets for my eggs

I don’t understand where all my money goes!

I want to ensure I’m receiving all my entitlements

I need to control what happens to my money after I die