WEALTH

Understanding your journey to building
wealth and helping you get there.

Our WEALTH Service

As well as growing your business sustainably, we provide Independent Financial Advice from our trusted partner firm to ensure your future financial wellbeing. We’ll work together to grow your personal wealth and map out your wealth plan to ensure financial freedom today, and long into the future.

Our WEALTH services help you understand what you need to save or invest to ensure financial freedom when you step back from the business.

We can draw upon our vast experience in stock and shares, equity investment, and property investment, to physically manage your investment for you or just help you make better decisions with your wealth. To create your bespoke wealth plan, we’ll draw upon our corporate finance experience to create an aligned and detailed roadmap that makes the most of your money. Once we’ve actioned your plan, your dedicated GrowFactor financial coach will then guide your wealth journey from now until you achieve complete financial freedom.

Do you need a better WEALTH plan?

Take advantage of our FREE no-commitment wealth planning session. We’ll give you a clear tailored plan to retirement, what you need to invest, where and how much. And we’ll provide advice and options to minimise tax. All questions answered with no sales pitch, cost or commitment.

WEALTH Plan

Epic8

We offer 8 epic services. We always start by looking at your numbers, but between us we’ll work out which of our 8 services your business really needs - and we’ll adapt this plan as your business grows.

View our Epic 8 services
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