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.