REEDY ADVISORY HAS BUILT A DIVERSE CLIENT BASE CONSISTING OF:
Individuals and Families
Many individuals face similar financial challenges:
- A limited income from which living expenses need to be funded and savings accumulated
- Accumulating sufficient assets for the future
- Managing debt obligations.
Business Owners
In addition to meeting the challenges noted above, business owners have the additional task of:
- Ensuring that business catastrophe does not damage personal financial position
- Managing business cashflow and minimising tax
- Managing risk within the business
- Ensuring that assets are accumulated outside of the business and not solely within the business.
Executives & Management
Executives and management are often subject to complex remuneration packaging, this can include share options both short and long term, employee share plans, vehicle leasing and redundancy and ex-gratia payments.
Retirement
The challenges faced by those who retire are often similar:
- How to structure assets to ensure there is sufficient cashflow to meet lifestyle expenses
- How to minimise tax and therefore increase after tax cashflow
- How to ensure flexibility to access capital
- How to manage financially in difficult times.
Our services are designed to ensure that you
- Manage your cashflow and resources as efficiently as possible
- Pay down and pay off debt over a defined period
- Build your asset base over time
- Minimise tax where possible
- Protect you and your family from unforeseen events.