Take two minutes to answer the questions below & receive our complimentary second opinion on the financial decisions you have already taken & those you might wish to consider.

Is your Company Will structured to leave your spouse with inflexible & unmarketable company shares or ready cash in the event of your critical illness, disability or death?

  •   
  •   
  •   
  •   

It is possible to reduce the cost of personal and/or business borrowings & in many cases have the Taxman pay towards the capital repayment. Would you like to find out if this is applicable to you?

  •   
  •   

It's not what you earn that counts – it's what you keep! Do you regularly review how & what you pay yourself?

  •   
  •   
  •   

How often do you review the opportunities available to you to extract profits/reserves tax efficiently from your business?

  •   
  •   
  •   
  •   

For how long does your Shareholder Agreement guarantee the salaries of the directors in the event of serious illness or disability?

  •   
  •   
  •   

If you accumulate as many NET assets in the NEXT five years as you did in the LAST five years are you going to be satisfied with your progress at that point?

  •   
  •   
  •   

How many weeks of your typical month in retirement are FULLY funded by your current plans (based upon your proposed date of retirement until your projected life expectancy)?

  •   
  •   
  •   
  •   
  •   

Please enter the word you see in the image below: