You want to be tax smart so you can achieve savings and get maximum efficiency with your income. You want to make sure you know what is required to avoid paying unnecessary tax. It’s important that you stay in control of your finances so you can make the most of your money.
However, contract work can be unpredictable. You need expert advice from someone who understands your specific situation so that you can put a strategy in place to avoid cash flow problems and create financial stability.
Our Bellwether 360° service does exactly that. Our experienced financial advisor takes the time to understand your personal situation and helps you take a complete audit of your finances. We help you identify the best solutions for your circumstances so that you can develop your own individual plan for the future. We put you back in the driving seat so that you can take control.
Case Study: Read how Bellwether Financial Planning helped Max, a contract Project Manager, save on taxes.
eBook: Get our Financial Planning Tips eBook for Contractors
I was referred into Bellwether Financial Planning by my accountant and I’m very happy with the introduction. I met Barry from Bellwether on a number of occasions and felt that he really took the time to understand me and my circumstances, before making any recommendations. He then took the time to advise me again before he implemented my wishes. He’s always available for advice and is always friendly, clear, professional and responsive – top drawer
I would strongly recommend Bellwether and Barry for any advice you may need on protection, pension and indeed, financial planning.
Barry’s knowledge, expertise and ability to suggest, implement and monitor solutions that suited my requirements were a breath of fresh air. In addition I have always found Barry to be proactive and very responsive to any adjustments that I need to make to my plans due to the nature of contracting.
I would therefore have no hesitation in recommending Barry and Bellwether for any financial planning that you are undertaking, particularly if you are a contractor or company owner