Are you a business owner or are you working?
WorkQs are the moments in your career that shape your financial path – whether it’s a career change, a job promotion, starting or selling a business, or planning for retirement. These pivotal moments are key to your financial wellbeing, and we’re here to guide you through them with confidence. At BDO Wealth, we understand how important these work-related decisions can be, and we’re by your side to help you make informed financial choices.
Consider us your financial guide as you navigate:
Have you thought about the legal documents, like wills, trusts or contracts, that could impact your career or business decisions?
Will you have enough when you’re no longer working?
Do you have the right life, disability and dread disease cover to protect your income and your loved ones?
Do you have the right business insurance in place, such as key person cover and how to transfer ownership in the event of death?
Are your strategies to grow and protect your wealth tax effective?
Is your investment mix aligned with your financial goals?
Are you providing sufficient benefits for your employees?
Do you have healthcare solutions that suit your work and life?