Free One to One Chat

Accountants and Financial Planners with a difference - well a few in fact!

Our friendly and approachable team is built of professionals from the accounting, financial planning and wealth protection fields.  At One to One Group we draw on experts in each of these areas, providing you with a multi-faceted solution from the same office.

Your personal and business needs are unique. We will work with you to determine what is important to you and what you want to achieve.  

Together we identify a plan for achieving your goals faster.

At One to One you’ll receive pro-active, straight-talking, proven advice. We strive to build a professional, long term trusted advisor relationship with our clients which is more about life planning than number crunching.

 

Looking for more than historical ‘number crunching’?

We specialise in assisting profitable young and established businesses:

  • Be financially well organised so there are no ‘nasty surprises’
  • Plan for your future and grow
  • Gain freedom from day to day operational issues
  • Build effective teams so they are less reliant on the business owner
    and deliver exceptional customer service

How do we do this? arrow_small

Want to achieve financial security by the safest, most direct route possible?

Are you generating surplus income each month and  unsure what to do with these funds?

Do you have a lump sum to invest for you and your family’s future needs?

We can help you to:

  • Understand your financial options
  • Make the right choices to reach you personal goals throughout your
    life
  • Avoid investments that don’t fit your risk profile, personal goals or timeframe
  • Generate wealth – and keep it

How do we do this? arrow_small

What would happen to your business if you took a six month ‘holiday’?

Many business owners would laugh and say that the business would be lucky to survive six weeks without them there!

Now what if this ‘holiday’ was as a result of illness so you had no choice but to be away?

Business wealth protection is a specialist area where we can help you by:

  • Assessing the impact of the unexpected on the short or long-term viability of your business
  • Developing contingency plans
  • Minimising insurance costs by identifying those risks that the business can self-insure

How do we do this? arrow_small

NEWS

CATEGORIES