This is the ultimate wealth monitoring product for business owners. The process is enjoyable and really productive - showing you exactly how much you are worth, how your assets are likely to grow, and what action you can take to improve your personal wealth. Experience shows that by understanding where you are now - and where you are likely to be in five years time - you are laying the best possible foundations for your financial future.

How it works
A Wealth Tracker session takes just 1 - 11/2 hours to complete. We’ll facilitate a structured planning session, using tax calculation and business valuation models to help you set goals for your personal wealth. Together, we’ll draw-up a clear and realistic five-year plan to help you achieve those goals.

 What it can help you to achieve:

• Monitor the wealth you are creating
• Understand what you are ‘worth’
• Discover your income potential
• Prioritise allocation of your personal wealth
• Set achievable goals
• Draw up a realistic five-year plan