For Businesses preparing for the future
Strong &
Secure
Your business is sturdy with well-established roots - now it’s time to secure that value and look to your future. If you're unsure about the right strategy or whether your current structures are set up to support further growth or a successful exit, our expert guidance will help you confidently navigate these challenges and execute your goals.
The Strong & Secure package is designed for established business owners seeking to maximise business value, ensure financial stability, and create a clear plan to achieve financial freedom.
With a clear focus on operations, cash flow, and wealth management, this package provides the strategic support you need to continue growing while protecting your hard-earned assets.
Let us help transform your established business into a resilient, high-value enterprise, while positioning you to enjoy the rewards of your hard work.
Let Ake help you plan for a thriving future.
As your business matures, it’s likely that your focus will be shifting toward optimising operations, securing profitability, and planning for a financially independent future. With Ake, you’ll gain a trusted partner to provide the expert guidance and tools needed to maximise your business value and branch out into future growth areas, such as wealth and asset protection..
Move forwards to the future you want.
Our Wealth and Asset Management sessions look at how to gain financial freedom by optimising and diversifying your personal and business assets. We’ll help you begin to prepare for a successful transition or exit with Succession Planning that focuses on maximising business value.
Find balance in your work and life.
You’ve put in the hard work to build a successful business, and now it may be time to explore how your operations can run more independently. We’ll help you identify strategies for securing your financial future while finding the right balance between work, family time, and personal pursuits.
Gain confidence in your financial decision-making.
Using advanced Cashflow Planning tools, you’ll build predictive cashflow models to map cashflow needs based on personal and family financial goals, ensuring business cashflow aligns with your lifestyle aspirations.
Stay aligned with your vision.
Our Strategic Financial Planning sessions offer a roadmap to identify key areas for unlocking more profit and efficiencies in your business. With KPI & Performance Enhancement sessions to ensure accountability, we’ll support you in staying focused and consistently moving toward your goals.
Choose a package that fits your needs
We offer two levels of comprehensive packages to support the requirements of business owners seeking to grow their wealth and secure their future.
The Foundation package is for business owners who want to align their personal financial goals with their business, ensuring steady cash flow while planning for a secure future.
The Growth package is ideal for motivated entrepreneurs seeking to maximise business value and accelerate progress toward financial freedom.
Foundation
The Foundation package is designed for business owners who want to align their business success with their personal life goals.
Focusing on steady cash flow, strategic planning, and long-term security, this package provides essential tools and support to help you confidently work towards financial freedom while safeguarding the financial stability of your business.
Through regular financial reviews, cash flow and wealth planning, we’ll help you gain clarity on your position and the actions you need to take to gain financial independence and achieve your life goals.
Build a secure future through smart, strategic decision making. This package provides the essential support and tools you need to work towards and achieve your business and personal financial goals.
Growth+
This package for motivated business owners offers comprehensive guidance to strengthen both your business and personal financial portfolio.
By committing to weekly strategic planning and consistent action, we’ll help you enhance efficiency, minimise risks, and maximise the long-term value of your business, ensuring that it remains robust, valuable, and ready for future growth.
With ongoing financial coaching, succession planning, and performance monitoring, we’ll help you fine-tune your operations, diversify your assets, and set up your business for a profitable exit when the time is right.
For businesses ready to maximise profitability and stability, this full support package is designed to help you build lasting wealth and strategically prepare for the future.
Foundation
Secure your future with confidence.
The Foundation package is tailored for business owners who want to align their business growth with their personal life goals. This package helps ensure the financial stability of your business while giving you the clarity and confidence to work towards the future you want.
-
Annual and Quarterly Strategic Financial Planning
Get focused in the right direction
Annual and quarterly financial reviews to assess and improve efficiency, profitability, and alignment with long-term business goals.
-
Wealth & Asset Management
Plan for financial freedom
Guidance on diversifying personal and business assets, tax optimisation, and strategic investments to build security.
-
Cashflow Mapping for Life Goals
Gain confidence in your finances and decisions
Using Planolitix.com to map cashflow needs based on personal and family financial goals, ensuring business cashflow aligns with lifestyle aspirations.
-
KPI & Performance Enhancement
Make consistent, focused progress towards your goals
Semi-annual performance reviews, focusing on setting and reaching operational KPIs, improving margins, and finding efficiencies.
-
Succession Readiness
Prepare for the future you want
Initial succession planning discussions to help prepare for potential transition or exit in the future, focusing on preserving business value.
Growth Plus+
Unlock your potential and accelerate your path to financial freedom with advanced tools and full support.
The Growth package is perfect for driven entrepreneurs looking to maximise business value and accelerate their path to lasting financial security. The Growth Plus+ package requires commitment and consistent weekly effort — but it’s an investment that will foster sustainable growth while driving faster progress toward your goals.
-
Weekly Wealth & Financial Coaching
Plan for financial freedom
Intensive focus on wealth creation, asset diversification, advanced tax planning, and alignment with long-term life goals.
-
Monthly Cashflow & Lifestyle Mapping
Gain confidence in your finances and decisions
Frequent updates and adjustments to align business cashflow with lifestyle aspirations and goals using Planolitix.com.
-
Weekly KPI & Performance Monitoring
Make consistent, focused progress towards your goals
Weekly operational efficiency tracking with with KPI monitoring and ongoing guidance to maximise profitability.
-
Comprehensive Succession Readiness
Prepare for the future you want
Regular succession planning sessions to structure and safeguard business value.
-
Full Email and Phone Support
Gain an outside view or expert advice.
Immediate access to support as needs arise, with proactive monitoring.
Your Commitment
Ake is here to be a true partner in your business journey. For our packages to deliver the results we know they can, your active participation is crucial. To guarantee results, we’ll ask you to:
Complete action steps after each session—these are designed to move your business forward in a measurable way.
Be transparent and proactive in providing business data and feedback.
Stay engaged in goal-setting and tracking, so we can adjust strategies as needed to achieve your outcomes.
Be motivated and driven!
