Business Owners

As a business owner, the demands on you come from all directions. You may have a family to provide for and a life to lead away from business. It is understandable why you may not yet have implemented strategies to protect and maximise the growth of your personal wealth.

At MOJO Finance, our approach is to explore your financial concerns and considerations in conjunction with your overall life plan. This allows us both to then focus on solutions that deliver to your business and personal goals. We like to try and define the endgame and reorient the inputs toward achieving this. Rightly or wrongly, business owners need to be fairly confident and almost selfishly committed to: ‘What exactly is in it for me and is my business positioned to get me there’. 

Typical reasons why Clients Schedule a Business Owner Consultation:

Financial
Planning

We work alongside you to explore and review what the business is providing to you now versus what you want it to provide at a future point in time. We bring to your radar key considerations relating to risk management & business protection, wealth building, tax efficient profit extraction, retirement planning & optimisation of investment growth opportunities. We will provide you with clear options & recommendations. Sometimes clear advice and assistance is all that’s required. Other times, advice and a suitable product solution works better.

Where a need is identified, product solutions for Business Owners include pension products at pre and post retirement, insurance & protection products, investment & savings solutions.

Financial
Planning

MOJO Finance can provide advice and solutions to ensure that your successful business is ideally positioned to deliver the personal rewards that you expect and deserve.

Initial

Business Owner Consultation

or

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Initial Consultation. In Person/Zoom Call or Phone Call: 60 mins.

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MOJO Finance begins work following client agreement

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Implementation of Advice & Solutions

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Ongoing Support

Icon1Ativo 6Step 1

Initial Consultation. In Person/Zoom Call or Phone Call: 60 mins.

Icon5Ativo 10Step 2

MOJO Finance begins work following client agreement

Icon4Ativo 9Step 3

Implementation of Advice & Solutions

Icon3Ativo 8Step 4

Ongoing Support