Many of the business owners we see are so busy getting on with running their business that they don’t have time to focus on their personal financial planning. Ensuring that this is addressed is as important as having a business plan and strategic plan. Financial planning for business owners needs to take account of the impact of the business on the personal situation and vice versa.
Meet Gary, a sole trader who runs his own landscaping business. Gary is a hardworking bloke’s bloke and is married to Laura. Gary is now a G3 client of three years and appreciates the value we add to his business.
Gary is successful in his own field and has the respect of peers. He runs a landscaping company.
Gary is a key staff member and employs 2 other staff. His wife helps with the paperwork and admin. Gary solicits all the new business and earns all of the household income. Laura is a qualified physiotherapist but is not currently working. He is not a big user of professional services. Gary gets busy and distracted. He focuses on work he has on right at that time and doesn’t feel he has much mental space to look forward.
Recently he saw a friend die with no protection and the family ended up losing everything. He is now worried about what would happen to his family if anything happened to him. He is fearful of a future without working and has recently realised he is doing reasonably well compared to his peers. He would like to take the business to the next level and his wife is on board with this. They are both hard working people.
All of our services can be provided separately as required. However we find in most situations our clients require their own particular combination. We follow the process pictured above to ensure we provide each client with exactly the service to suit circumstance and budget.
G3 has been working with us for both our company and personal finances. We have found G3 to be knowledgeable and passionate about service.
They provide the right solutions for us and our staff through thorough research and recommendation.
They are always available to discuss any queries and explain things in terms I understand.
Greg and Robyn Jensen, Tauranga
As a busy couple we had neither the time, experience or knowledge to be able to transfer our UK pensions over to NZ or to sort out a financial plan
that would set us up for retirement. Thank goodness we found G3 Financial Freedom, their advice and guidance has been invaluable.
Chris & Sheenagh Pritchard, Christchurch
We have been delighted with the service and support we have received from Charlene and the team at G3.
We love the way they carefully analysed whattype of investors we are and helped us make decisions on long-termfinancial planning based on our needs.
Mike & Carolynne Masson, Omokoroa, Tauranga