Contact Us

OUR CLIENTS

Financial Advice
Business Owners

We’ll help you maximise your personal wealth, while you focus on your business.

Manage your Personal Wealth

Owning and running a business requires many different hats. You are often time poor with many different problems coming at once. This is why many of our clients that own businesses do not have the time or the knowledge to manage their personal wealth.  

We understand time is precious and restrict meetings to a necessity ensuring the focus is on you, not on data gathering. We also work closely with your accountant or financier to minimise your paperwork and maximise your benefits.

Some of the key areas we can help business owners with are:

Get your FREE
Succession Plan Checklist

What happens when you’re ready to pass on the reins to someone else? Are all the pieces in place to ensure you don’t lose any value and it’s a smooth transition?
FREE SUCCESSION PLAN CHECKLIST

OUR PROCESS

This is How We Work

Before we give you any advice, we prefer to look at your overall situation with a wider lens. This ensures our recommendations are in your best interest and allows us to focus on what is important to you.

Below is a quick review of what it’s like to work with Luck Financial Group.