Grow Wealth

Are your business and personal goals aligned?   Successful business owners have one thing in common – they have documented goals for their business, and their personal lives, and they are closely intertwined.

People get into business for many reasons – to develop personal wealth, have a better work/life balance, have more control or flexibility over your lifestyle, grow a legacy for your family.   You spend a lot of time working hard in your business, but the end game must be increasing your wealth so your quality of life improves.

There are a number of strategies PJT can advise on to help grow your wealth and improve your lifestyle.

Protect your Assets

Your personal and business assets must have adequate protection. Business insurance is a necessary first step, ensuring you have the right type and level of cover.

Goal Setting

Personal goal setting is critical to developing wealth. PJT can help you set achievable short and long term lifestyle goals and ensure your business goals align.

Review Your Business Structure

Your entity structure is crucial to protecting your personally owned assets. Life changes, and ensuring you plan for any contingency in life and in business will ensure your hard earned assets are well protected in any event.

Super / SMSF

Super is a great tool for developing wealth. Taking advantage of any tax changes can help build your super, and developing your own self managed super fund can really help boost your retirement earnings and qualify of life.

Contact your trusted PJT Advisor today for a confidential discussion on your plans for today or the future or a referral to a preferred financial planning partner.

Click here to download the Growing Wealth white paper.

What Client's Say

  • "PJT has always provided exceptional accounting service and advice relating to business operation, planning, taxation, investment and more."

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  • "The principals and staff are always approachable and display a sincerity in your business and situation."

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  • "PJT have made our life of running our own business much easier, knowing they are up to date with the latest in tax laws, and happy to help out with any queries we have

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  • "PJT has always provided exceptional accounting service and advice relating to business operation, planning, taxation, investment and more."

    ,
  • "The principals and staff are always approachable and display a sincerity in your business and situation."

    ,
  • "PJT have made our life of running our own business much easier, knowing they are up to date with the latest in tax laws, and happy to help out with any queries we have not matter how small."

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