8 Steps to a Secure Retirement for Business Owners
A Comprehensive Guide to Achieving Financial Security, Protecting Your Legacy, and Enjoying Peace of Mind in Retirement
Running a business is challenging, but planning for a secure retirement doesn’t have to be.
As a business owner, your financial journey is different, and generic retirement advice won’t meet your needs. You need a strategy that tackles the unique challenges of balancing business demands with your long-term financial goals.
This guide provides exactly that—an easy-to-follow roadmap designed to help you grow your wealth, plan a seamless business transition, and achieve the retirement you’ve worked so hard for.
What you'll discover in this free guide
Assess Your Financial Health: Gain a comprehensive understanding of your assets, liabilities, and net worth to establish a strong foundation for your retirement strategy.
Define Clear Retirement Goals: Craft a retirement vision that aligns with your business objectives, ensuring a smooth and successful transition.
Create a Diversified Investment Strategy: Explore evidence-based investing techniques to grow and protect your wealth while minimising risk.
Develop Sustainable Income Streams: Learn how to generate long-lasting income from your business, investments, and superannuation to support your retirement lifestyle.
Plan for Business Succession: Secure your business's future with a well-planned exit strategy, whether you sell, pass it on, or opt for a management buyout.
Protect Your Wealth and Minimise Taxes: Discover estate planning and tax-efficient strategies that will safeguard your legacy for the next generation.
Meet the Experience Behind Fowler’s Group
At Fowler’s Group, our leadership team brings a wealth of experience and passion to help business owners achieve financial security and a smooth transition into retirement. Led by Paul and Jason Fowler, both CERTIFIED FINANCIAL PLANNER® professionals, we provide trusted advice and strategic solutions tailored to your unique needs.
Paul Fowler
CERTIFIED FINANCIAL PLANNER®
As Principal Adviser and Director at Fowler’s Group, Paul Fowler has dedicated his career to helping clients secure their financial future.
A CERTIFIED FINANCIAL PLANNER® and Life Risk Specialist™, Paul brings extensive expertise in strategic financial planning and insurance. His role is key in delivering the tailored strategies that make the Fowler’s Blueprint a trusted guide for business owners.
Paul is also a member of the prestigious Million Dollar Round Table, recognized for his exceptional leadership and client service in the insurance and investment industry. His hands-on approach ensures that every client is empowered throughout their financial journey, making complex decisions easier with clear, actionable advice.
Jason Fowler
CERTIFIED FINANCIAL PLANNER®
With over 25 years of experience, Jason Fowler is not only the Principal Adviser and CEO of Fowler’s Group, but also a CERTIFIED FINANCIAL PLANNER®, Accredited Investment Fiduciary®, and SMSF Specialist Adviser™.
Jason's career began in accounting and financial control, where he gained valuable insights into the intricacies of financial management for businesses. His global experience and dedication to meeting fiduciary standards drive the success of the Fowler’s Blueprint.
Jason is passionate about building long-term relationships with clients and ensuring their financial futures are secure. His leadership has allowed Fowler’s Group to grow as a leading financial services firm, delivering world-class investment and strategic planning solutions to business owners in Cairns and beyond.
"We have trusted Fowlers for many many years with managing our financial investment advise. Jason has always provided sound helpful advise which has allowed us to enjoy a relaxed retirement. Cannot recommend them highly enough."
Denis Neale
"For years, I've trusted Fowlers Group to handle my insurance, investment, and overall wealth management. Daniel, my advisor, is not only credible and reliable but also highly approachable. Highly recommended Daniel and Fowlers Group!"
Troy Barnett
"The service and quality of financial advice is second to none. No task is too hard for this forward-thinking group of individuals. Strong recommendations to all who need help with their money."
Jaime McIntosh
"Having had our investments thoroughly looked after by Fowlers for well in excess of 30 years I feel qualified to state that during that period we have nothing but praise for their involvement. Now in retirement we have gone from being a contributor to being a "user", and now confidently rely on Amanda and Sarah for not only managing our portfolio but also for our dealings with Centrelink which we leave totally up to them."
Peter Stopford
"Jason Fowler, at Fowler's Group, has been handling our financial affairs for quite some time, and he played a pivotal role in making our transition to retirement seamless. His common sense approach and unwavering integrity are qualities that set him apart. We have complete trust in Jason's expertise and judgment."
Verdi Reid
"The team at Fowler’s Group have delivered in every possible way and have been uncompromising in their commitment to secure my financial security. It is refreshing to access such a depth of experience across all of the advisory services under the one roof. I thoroughly recommend Fowler’s Group and particularly want to thank Daniel Underwood for his unwavering support over many years."
Stephen O’ Reilly
Ready to Take the First Step?
Download the 8 Steps to a Secure Retirement for Business Owners today and take the first step towards a retirement that offers financial security and peace of mind.
Phone: 1300 855 849
Address: 111 Lake St, Cairns City QLD 4870
Fowler’s Group Pty Ltd ABN 57 105 242 484 Authorised Representative No 230575 and Credit Representative No 403265 of FYG Planners Pty Ltd ABN 55 094 972 540. Australian Financial Services and Credit Licensee No 224543
Financial Services & Credit Guide | Privacy Policy | Terms & Conditions
Copyright © 2024. Fowler's Group. Financial Planning. Financial Investment. Financial Management.