“I feel that the Financial Planning support and advice was one of the factors that contributed to our success.”
Mike & Family
Mike & Family
Business Planning Clients
I own and run a successful design and print company, which I established many years ago. As a business owner I was aware that certain benefits apply when it comes to the structuring of our pensions. I decided to seek professional advice to re-organise our arrangements in a way that could benefit the business.
Our UNIQ Financial Planner started by reviewing our existing arrangements. She then recommended a plan that would enable us to buy our business premises, with a tax efficient loan and lease back to our company.
"There is no doubt that this strategy enabled us to create an effective platform to develop our business to where we are today."
