Running your own business comes with a blend of challenges and opportunities. At Betterment Wealth, we support your financial wellbeing at every stage, from launching your enterprise and managing growth to planning for succession and eventual exit.
When you run a business, every financial decision you make shapes both the company you’re growing and the future you’re building for yourself. You deserve a plan that helps you maximise pension contributions, extract profits efficiently, and protect the success you’ve worked hard to achieve.
We understand the intricacies of business finances and the importance of integrating your personal financial goals with those of your business.
Our expert guidance allows you to focus on growing your business while we handle the financial planning.
From optimising cash flow and protecting key assets to supporting your personal wealth planning, we pride ourselves on offering solutions that are thoughtfully tailored to your personal circumstances.
We also offer financial consultations to the employees of companies we advise – particularly those approaching important life milestones – providing additional support across your business community.
At Betterment Wealth, we understand that financial needs and goals evolve with life’s milestones. Whether you’re an individual, part of a family, or a business owner, we’re here to navigate you through every critical life stage with tailored financial strategies.
Our journey begins with an introductory conversation. This is your chance to share what’s important to you and ask questions.
In this stage, we gather detailed information about your current financial situation to understand your goals and challenges.
Using insights from our discovery meeting, we develop a personalised financial strategy that reflects your goals and preferences.
We walk you through the proposed plan in detail, explaining the rationale and how it meets your goals.
Financial planning isn’t a one-off exercise. We stay in touch with regular reviews to ensure your plan evolves as life changes.
Discover how our personalised advice has supported clients through important financial decisions and life changes.
Hear their stories
