Live the best version of your life
WEALTH PLANNING FOR BUSINESS OWNERS & RETIREES
At Congruent Capital, we believe in a human-first approach to financial advice. Our name, Congruent Capital, reflects our commitment to ensuring that every wealth plan we create is perfectly aligned and congruent with our clients' values and aspirations. Our mission is to truly understand your unique goals, values, and financial needs, providing personalised solutions and ongoing guidance that aligns seamlessly with your life’s journey and keeps you on track. Whether you're a business owner or a retiree, we are here to help you achieve financial security and fulfill your dreams.
Do these questions resonate with you?
How much is enough?
You deserve the peace of mind that comes from knowing you have enough money to live the life you envision while maintaining financial security.
Will my loved ones be okay?
The reassurance that your loved ones will be taken care of, no matter what life throws your way.
Am I on track with my financial goals?
You are confident that you are on track with your most important financial goals, providing you with financial independence and security, living your desired lifestyle, and achieving a sense of fulfillment.
What will my legacy be?
You aim to leave a lasting impact on those who matter most to you.
We specialise in providing wealth planning and investment advice for:
Business Owners
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You'd value an impartial critical-thinking partner
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Aiming to synchronise your personal and business financial goals
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Interested in discovering your "Magic Number" for achieving financial independence and a work-optional lifestyle
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Seeking to build financial independence throughout the business cycle
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Looking to implement succession planning for a seamless business transition
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Planning to sell your business in the near future or
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Recently sold your business and contemplating your next moves
Retirees and Soon-to-Be Retirees
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Starting to plan for your retirement
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Already retired and exploring your current options
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Looking for independent advice to ensure a secure retirement
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Prefer to entrust the complex financial details to experts, allowing you to concentrate on your passions
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Seeking a holistic approach to align your retirement plans with your lifestyle aspirations
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Desire to leave a meaningful legacy and make impactful decisions for your family's future
