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Trusts, Property & Retirement Planning

Are you a small business owner who wants to make the most of a property portfolio or plan for retirement? 


At OneTeam, the future of our small business owners beyond the business, is always a concern. We see the big picture, as well as the detail, and we’ve always got an eye on the horizon.

Talk to us about

  • Investing beyond property

  • Private schooling, Trusts and other tricky issues

  • Is Kiwisaver right for small business owners?

  • How to make rental income work in retirement

  • Managing property portfolio

  • Small business owner work-life balance

Sometimes, though, it’s time to sit down and make a plan, be accountable to the plan, and make sure the decisions you’re making now are going to serve you well into the future. 

 

Your OneTeam advisor can help with retirement planning, building a business for sale or getting your business ready for sale, when the time is right. We can help you make the right decisions with money now so that you have enough later - and work out what ‘enough’ will look like for you.

Book a free 30 minute consultation