We're here to help you reach your goals
GET ORGANISED, STOP MISSING OUT AND GET IN CONTROL
It’s likely you’re a time pressed successful executive, business owner or entrepreneur. And like us, you’ll have a passion for what you do that goes way beyond profit margins. You’ll know full well that business - and life – can change overnight. Which is why you created the plan that set you on the road to success.
But you may not have got round to applying that same planning discipline to your personal finances.
With so much information around it is easy to get confused and feel ill equipped to face your future and there is a danger of missing out. Missing out on important legislative changes, tax breaks and investment returns.
So you’re probably asking yourself a few questions just now:
Retirement Planning
For many retirement is a release from work and to be able to dream of total freedom. Octagon can help to plan to make sure you have enough money in all eventualities. We can also help you understand what is possible, how do you lead a fulfilling retirement and enjoy what you have learnt throughout your career.
Pre and Post Retirees
You who have worked hard and are looking for security of future lifestyle
Executive
As a busy professional, you need the gift of time - time to focus on your own life and the important things you keep putting off. So planning for your future often falls to the bottom of the list.
Octagon has a wealth of experience of dealing with busy professionals, we can help you plan for
retirement and plan to create as much free time as you desire.
Ambitious Professional People
You want to make best use of their executive careers
Business Owner
The world of business is constantly changing and it is difficult to stay focused on you. As your business evolves and ultimately through to sale Octagon will support you on this journey.
It's not just about the value of the business, it's about how much capital you need to live the life you deserve. Octagon will work with you to discover what you aspire to, and ensure you put yourself first.
Business Owners
You are looking for smart ways to generate personal wealth free from their commercial financial
interest
If you recognise yourself here, rest assured you’re not alone. Life is an adventure but for it to be a successful one - where the journey is exciting and the destination everything you hoped for - you need a bespoke financial itinerary.