If your career is more successful but shorter than most, you need a high-performing strategy to futureproof your income.

As financial strategists, we know that creating a well-designed pathway to tick off your financial goals will give you choice, and it’s this choice that allows you to decide how, when and where you will live your life in the future.

However, if your career allows you to earn a large amount but for a short period of time, preparing for the future and managing your finances for the long term needs special consideration. You may have a specific lifestyle or goal in mind that you wish to achieve, or you might have philanthropic desires that could be met with the right engineering.

We work with people with a professional career such as athletes, entertainers, high profile media personalities, and of course their agents, to create a tailored long-term partnership. Our team has key relationships within the Septennial Group of companies, ensuring that financial strategy, accounting, tax advice, legal & contract services are all packaged up to create an outstanding strategy for a prosperous future.

Tony Jensen

FINANCIAL PERFORMANCE STRATEGIST

“As an ex-professional athlete myself, I know first hand how important it is to have a plan for the next chapter, to make the most of what you have worked hard for. Working with our team gives you access to all the services you need to create and execute an in-depth strategy to suit your goals and lifestyle.”

How we can
support you.

Our programs are designed so that you get maximum exposure to the services you need with just one point of contact.

  • Strategic Financial Planning

    We work with you to build the playbook to align with your post-career goals. Our team of experts will work with you to create a flexible overarching financial strategy for life that considers your financial goals, tax position, property aspirations, and all the other things that help turn ideas into reality. Our goal is to ensure your transition into the next chapter and beyond is prosperous and planned.

  • Accounting & Taxation Advice

    Our financial planners and broader financial team work hand-in-hand with our accounting and taxation specialists, to play a crucial role in optimising your financial position, identifying opportunities for maximising deductions, implementing tax-efficient strategies and minimising tax liabilities. To help you kick goals our team will provide accurate, honest advice and support around:

    • Taxation
    • Business structuring
    • Cash flow forecasting
    • Preparation of annual accounts and periodic management accounts
    • Financial statements for sole traders, partnerships, companies, trusts and SMSFs
    • Preparation of business activity statements
    • Budgeting, and much more
  • Investment Opportunities & Management

    Our team deliver well-researched investment options to ensure your investment strategy is aligned to your broader financial plan, analysing, guiding and supporting you on how, where and when to make the best investment choices.

  • Business Advisory

    Whether it is passive business income during your career or setting you up for a prosperous new career our team of experts are well placed to assist you with a successful transition to business, if that is something you desire.

    We support professionals to seamlessly transition into successful business ventures post- career. Our expert guidance ensures your financial portfolios are as impressive as your career achievements. With tailored strategies, we want you to maximise your career earnings and secure your future.

  • Legal Advice & Representation

    We understand the unique needs of high-net-worth professionals both at the peak of their careers and as they transition into the next focus area. As part of our wider group we offer you access to a full-service boutique law firm. Together we are committed to providing comprehensive and innovative legal solutions tailored to your specific circumstances.

    Our partners deliver personalised, results-driven legal representation with the highest standards of integrity. Whether you require contract review, counsel for complex legal matters or guidance through challenging situations, we are here to support you every step of the way. We ensure your rights and interests are vigorously protected, allowing you to focus on your post-career success.

  • Estate Planning

    Whether you are at the peak of your career or looking ahead what’s next for you, securing your legacy is crucial. We understand the unique challenges you face and offer comprehensive estate planning services to protect your interests and ensure your loved ones are cared for.

    Our partner services include the creation of wills, testamentary trusts, succession planning, probate and deceased estate administration, contested wills and estates, advanced health directives, power of attorney, and asset protection. By organising, documenting, and consolidating your financial affairs, we help safeguard against unnecessary emotional distress and financial difficulty for those you leave behind.

    Together with your broader financial team, we work under one roof to ensure your future is protected and your legacy is secured for generations to come.

“One of the things I am most proud of is the positive impact we have been able to have on the financial security and freedom of so many people; many of whom we have helped get into such a strong financial position that they could leave the workforce in their 40s and 50s if they wanted to.

This conference is our opportunity to bring even more value to our network and beyond, showcasing some of the best minds in the industry. Every attendee will go home with insights and information, knowledge and ideas, and hopefully a reinvigorated drive to create the future they deserve.

Gareth Croy

Your Future Strategy Founder & Managing Director

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Creating your
future.

For a confidential, no-obligation discussion about where we could partner, please get in touch with our specialist team.

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