Blue Sky inspires company owners and directors to operate their personal wealth management strategies with a level of engagement similar to the focus on their company’s finances. In our vast experience, so many are dialled into their business metrics, but they and their families are often an afterthought when it comes to their personal wealth. We guide such people through their transition towards exit and help them understand what their numbers are. Just like a business plan, knowing your number is essential. How much do you need and when? The difference is when it’s focused on the individual, its about living the life they want with confidence, that they’ll never run out of money. In our experience, the majority wait until they have been “dealt a hand” and then react. Those that embrace financial modelling, alongside mentorship are more fulfilled, less concerned, and more willing to enjoy their money whilst they have good health. Come and see us at our stand and a discounted initial engagement fee will be available. Successful companies plan effectively and the same goes for successful individuals.
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