You have been working hard in your business and have put in everything you have into it. For many business owners, their business is their biggest asset.
However, the old adage of not having all your eggs in one basket rings true in growing wealth as well. Diversification is key to growing wealth and minimising risk.
In addition to improving the value of your business, we work with you to accumulate wealth outside of your business. This ensures you have enough income for the lifestyle you desire, and accumulate enough assets for your retirement and estate. A wealth creation strategy needs to be done in conjunction with your personal and financial goals and objectives. You also need to consider what level of risk you are comfortable with. Your strategy should always focus on preserving your capital and protecting your returns from being eroded by tax and poor planning.
PJT can assist you through its referral partners to work on a financial plan which will suit your needs.
If you want to be more proactive about actively growing your wealth, contact PJT today for a no obligation consultation.
GENERAL ADVICE WARNING: This information has been prepared without taking into account your objectives, financial situation or needs. Because of this, you should, before acting on this information, consider its appropriateness, having regard to your objectives, financial situation or needs.
PJT Financial Services Pty Ltd CAR Number 1243046 ABN 13615402189 is a Corporate Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361
Wayne Patten ARN 277883 is an Authorised Representative and Jodie Thompson ARN 277884 is a Limited Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361
What Client's Say
"PJT has always provided exceptional accounting service and advice relating to business operation, planning, taxation, investment and more.",
"The principals and staff are always approachable and display a sincerity in your business and situation.",
"PJT have made our life of running our own business much easier, knowing they are up to date with the latest in tax laws, and happy to help out with any queries we have,