Success Story

Before

Joe was unable to confidently plan for his retirement. He did not know how his personal income and expenditure, assets and liabilities, pensions and investments would impact on his family and business over the next 5-10 years.

Having worked hard to build up his business, Joe wanted peace of mind that he would be leaving the company in a strong financial position.

As a family man, it was important for Joe to take responsibility to ensure he could provide a secure legacy for his family.

After

Hallidays Lifecycle Review provided Joe with a clear perspective from which he could confidently plan and take action to ensure he and his family would have a secure future.

We reviewed all the areas of his family’s finances and supported Joe to structure the business and his family’s affairs in the most tax efficient manner to safeguard assets and ensure an income stream for his current and future lifestyle.

Hallidays put in place a step-by-step plan to enable Joe to relax safe in the knowledge he will be able to enjoy a comfortable retirement and provide his children with a great start in life.