We are all busy building our business. This can take more time than we sometime care to admit to. Therefore, it is important to stand back and develop a clear path for your future. This can include:
- Exit strategies
- Succession planning
- Getting the maximum from our company
- Maximising all available reliefs
After all life is not a rehearsal and it is important that you get the most out of your time with the business.
Qifa Life Path
The Qifa Life Path is a financial plan designed with you in mind. It is all about you and your future. We establish where you are now, where you want to get to and most importantly why and how you get there. We use the latest software technology and coupled this with our experience, education and use of tax strategies. It provides clarity and a clear path to achieve your life goals.
You may want to pass assets to someone. It is important that you understand the rules and the thresholds so that you can avoid paying unnecessary tax. We have gained a lot of experience in this particular area. The best way to plan the smooth transition of your assets is to plan years in advance. The longer you can plan the better.
- Exit plan: Ownerships Goals & decision
- Estate Plan: Family goals & decision
- Business plan: Managed goals & decision
Sean Lynch, CFP, QFA, FLIA
Sean Lynch is the Financial Planning expert at Qifa Financial Planners and has 30 years’ experience in financial services.
Make An Inquiry
Please complete the short form below and our Succession Planning expert, Anita will contact you as soon as possible.
The Qifa Team would be happy to discuss any of our services with you. Contact Qifa today to discuss your requirements on 022 57444.