Everything starts with a plan. Do you think Richard Branson one day decided to just open Virgin? No, he gradually built his wealth, seizing opportunities as he went along.
Virgin actually have the mentality that a business plan needs to be short and concise. You can only really plan for so much before you need to go out and do it.
This same philosophy applies to wealth planning at Odyssey Business Knowledge.
Before you can do anything, we need to assess where you are and where you want to go.
Where do your ambitions lie for wealth planning?
Once we know where you are and where you want to be, we need to fill in the bits in between and joint the dots, so to speak.
So how are we going to get to where you want to be? Firstly, we need to look at how you are making money and how much. Then we look at the best investment opportunities to move your position forward to the next plot of the graph. Every move we make is strategic, and is ultimately moving us closer to the end goal.
The key to wealth planning in this scenario is our knowledge. Each person is different, they have a different capacity for earning, different responsibilities and a unique situation. Our goal is to use the best vehicle possible for your situation to accelerate your wealth.
Growing up we were led to believe that debt is bad, we were always encouraged to save up for what we wanted, but in actual fact debt can often be utilised to accelerate your wealth, if done correctly. A sound debt plan from Odyssey Business Knowledge can be the key to your wealth planning success.
So now we’ve grown your wealth, how can we preserve it? Odyssey Business Knowledge has many structures in place to help protect your wealth and even grow it. Maybe you want to enjoy your wealth and retire early. Either way, we can advise you on your next move with all the information so you can make an informed decision.
Wealth planning is the best way to prepare for a financially sound future.