Have you...
    secured YOUR future?
     

This Course has qualified for the NZTE Capability Development Voucher Scheme. Please enter your voucher details when making your booking. We will verify your voucher with the Issuing Regional Partner before confirming your place on the course.                           

                     

During last year you helped me plan my numbers for retirement which showed I will need more than I thought.  So that's why we started on the plan this morning. I've liked the fact that you've kept on helping, and you're easy to get hold of.
-Client's Testimonial-

Identify and prioritise your business, personal and family goals.

Gain an understanding of Growth and Succession Planning for you and your business.

Complete an assessment of your business performance.

Understand your business value.

Maximise your business performance so you can grow your value and fund your retirement.

Business Life Planning

Business Life Planning is an effective way to addressing the growth and succession issues facing you in your business.

Our Business Life Planning Program provides a process to critically assess your business and business life, providing you with a clear understanding of where you are, where you want to go and more importantly how to get there.

Result

A clear plan for the future that puts YOU in charge and gives you a greater chance of success.
   
 

 Request a consultation with a Business Life Planning specialist today!

 
Key Features
  •  A facilitated strategic planning process
  • A one on one workshop with one of our Business Life Planning Specialists.
  • An assessment of your business' current and future value.
  • A tailored Business Life Plan Report documenting all the key aspects of your business and business life.
  • Documented goals, action plans and timelines.
  • Ongoing support to help you implement your plan and achieve your goals.      

 
                                                                                                                                                     









 

Accounting Essentials

From $195 per month
Annual Accounts, Tax Returns, Newsletters


Business Choice

From $295 per month
All Accounting Essentials Services, Tax Planning, CashFlow Forecasts


Business Monitoring

From $450 per month
All Business Choice Services, KPI Monitoring, Monthly/Quarterly Meetings, Monthly/Quarterly Reporting

Business Improvement

Priced per project
Business Life Planning, Staff Value Programs & Marketing Plans are just some of the programs we offer.

 
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