Who Are You?

Business Owner


People start businesses for a variety of reasons that range from not wanting to work for someone else through to allowing them to control their own destiny.

Whatever the reason, the end result is the desire to fund a lifestyle while in business and afterwards, when it is time for a change of pace. An NZFP Business Owner's Game Plan allows you to focus on building personal financial wealth and creating greater financial independence.

Common issues faced by business owners



Separating business and personal finances

When you started your business you may well have needed to combine your personal and business finances to get things started. Separating your business and personal affairs can be one of the keys to creating greater financial independence while also protecting you and your family. By partnering with an NZFP adviser and creating a Business Owner's Financial Game Plan, you can create a plan to help clearly separate personal and business finances.


Achieving financial independence through my business

This usually occurs in two ways, either through capital gain on the sale of the business or by accumulating profits over a number of years. It is important to identify the type of business income model that you have (i.e. is it able to be sold for a significant amount or does it make a large annual profit or both?) and plan accordingly.

Finding the smartest way to financially secure my lifestyle

There may be several options depending on your financial situation, how your business is performing, and your goals and objectives for the future. Again, by partnering with an NZFP adviser and creating a Business Owner's Financial Game Plan, we can help you work towards the financially secure lifestyle you deserve.


Moving from business to retirement

This is a common issue and in order to solve it we need to understand your goals and objectives, the capital required to fund your lifestyle and how much money you are able to extract from the business when you decide to exit.



Where to next


You can find more information on the Business Owner's Game Plan, what an NZFP Game Plan is and what is in an NZFP Game Plan on the right hand side. If you are ready to get going then using the details below find an office, find an adviser, or have us contact you.

The NZFP Business Owner's Game Plan


The NZFP Business Owners Game Plan specifically works with business owners to allow them to build personal financial wealth and protect their lifestyle.

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The NZFP Game Plan


Since New Zealand Financial Planning (NZFP) was formed some 25 years ago we have been able to help many New Zealanders create financial independence and manage their wealth, giving them the freedom to enjoy life. We achieve this through an NZFP Game Plan.

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The Components of an NZFP Game Plan


In order to construct a well-rounded and well thought out Financial Game Plan we explore a variety of areas that influence your ability to achieve your goals and objectives and ultimately your financial independence.

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