Business Owners Planning
Running a successful business demands focus, strategy and resilience, but your personal financial future shouldn’t be left to chance. At Harnett Financial Services, we specialise in comprehensive financial planning tailored specifically for business owners, helping you balance business growth with personal wealth protection and long‑term security.
We understand the unique challenges you face: complex income streams, tax complexities, succession planning and the need for personal financial independence alongside business success. We work alongside your accountant to create integrated financial plans that protect your family, optimise your wealth and ensure a smooth transition at every stage.
At Harnett Financial Services, we believe your business success should fuel your personal financial freedom, not create complexity. We help you navigate both worlds with clarity and confidence.
Secure your business and personal future. Book a confidential consultation to create a financial plan that works for both you and your company.
Business Protection & Succession Planning
Key person insurance, shareholder insurance and buy‑sell agreements to safeguard your company’s future.
What We Offer
Pension & Retirement Planning
Maximising pension contributions through your business for tax relief and long‑term growth
Tax-Efficient Profit Extraction
Strategies to draw profits from your business while minimising personal tax liabilities.
Exit Strategy Planning
Preparing for business sale, transfer, or retirement with maximum financial return and security..
Let’s Work Together
If you're interested in working with us, complete the form with a few details about yourself and we’ll get back to you shortly.
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