Entrepreneurs

Being an entrepreneur means potential freedom – financial freedom and the freedom to live a fulfilling lifestyle on your own terms.

But it also brings responsibility, stress and, all too often, financial concern. We will help you take stock of what you have, what you need, and where you are going. Because even though you’re in the driving seat when you’re running a business, it’s easy to find yourself drifting without a clear direction.

Our work will therefore focus, not just on your money and how to build it and protect it, but also on what you want to achieve with it. And whether your current arrangements are the best ones to help you do so.

How we help

Financial coaching

We’ll help you understand the root of your behaviours around money, and the limiting beliefs that may be holding you back from realising your financial goals. We’ll give you the tools you need to stick to your financial resolutions, transforming your relationship with money.

Financial planning

Financial planning is financial advice designed to help you achieve your goals. Whether you want to know how much money you’ll need to retire comfortably at the time of your choosing, how much money you will need to sell your business for to relocate or transition to a less stressful lifestyle, or you want ongoing support to nurture and protect your wealth, we will create a plan that works for you. And just as importantly, the guidance you need to achieve it.

Financial protection

None of us are born with an expiry date which means it’s very hard to plan your finances with certainty. To counter the twin dangers of outliving your financial resources, so running out of money in later life, and dying too soon and leaving behind financial struggles for those you love, we will design an affordable, appropriate protection plan. And give you peace of mind.

Financial confidence

Low financial confidence is more prevalent among women. While many factors influence how a person feels about their money, we know that the end result is lower levels of general financial wellbeing in the female population. Our goal is to empower women to make fully informed decisions about their money by providing one-to-one support, education and never treating any question as a “stupid” question.

Sheron: Advice at key crossroads in life

"I set my initial goals with Raj. When we reviewed them a couple of years later, without realising it, I’d achieved them all."

Amanda: Recently divorced

"I was going through a divorce when I first went to Raj for his help. What I noticed straight away was that the conversation wasn’t just about my finances."

Kate: Changing money mindsets

"Raj has helped me shift the shame I felt about so called 'good money behaviour' and 'bad money behaviour'."

Sharon: Gaining financial confidence

"Working with Raj has opened my life up. You come out of his office buzzing with positivity. It is truly life-changing."