About the member
I've worked with hundreds of business owners over the years, and the best part of the job is hearing what happens afterwards. The trip they'd always talked about and finally took. The decision to retire earlier than they thought they could. The choice to give more to the kids now, because they know they can afford to.
My ideal referral is a business owner, 45 to 60, who wants to start planning and preparing for retirement.
About the business
We help business owners get the most out of life with their money.
You're brilliant at what you do, and busy doing it. Which usually means your own finances sit on the back burner, until a question forces the issue:
"Could I afford to slow down?"
"What would I need to sell the business for so me and my family are OK?"
"How do I get profits out of the business, so it isn't my whole retirement plan?"
That's where Quayside Wealth Management comes in. We help you build the plan and actually take action on it so the business is funding the life you want, rather than being the life you want.
If that's a question you've been putting off, come and find me.