Case Study: Business Owners


Case Study: Business Owners

Running a business leaves little time for finances.

Katherine (42) runs a busy PR firm. While her business is growing year-on-year, it’s a 24/7 job. With very little time for anything else – including her personal finances, Katherine wondered how she could make the most of her financial success to set herself up for the future. She also knew she should have a plan for her business for when she was eventually ready to stop working.


  • Building wealth outside her business
  • Having a succession plan
  • Outsourcing her personal finances to an expert
  • Knowing she’s protected from the unexpected
  • Being able to live life to the full when she’s no longer working.

How we’re helping

Knowing what life is like for business-owners enabled us to help Katherine put plans in place to make things less stressful now and in the future. They include:

  • Taking advantage of investment opportunities outside her business
  • Creating a succession plan for when she wants to leave the business
  • Moving business income to personal income in a tax-effective way
  • Maximising her finances to provide the life she wants in retirement.

“Anyone who has their own business knows how full-on it is. So getting help with my finances has taken a weight off, and helped me feel so much better about the future.”

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