Life Plans 

Life Plans have been developed by WBB as a tool for use with SME business owners. It is designed specifically to identify what your business success should be providing for you, in terms of financial goals, and highlights how that affects the realisation of your personal goals.

It's all about understanding that your business success underpins your personal goals; it has a direct correlation to your ability to provide the financial stability required to support your personal lifestyle.

Once your Life Plan is complete, the team at WBB apply their knowledge and experience, identifying the gaps and potential 'Roadblocks' to achieving your personal life goals, through a Personal Financial Roadmap. 

The Life Plan model is also proving to be an effective tool for use with managers within the corporate environment who are looking to establish long term goals for their family.


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WBB Chartered Accountants Ltd Level 1 / 111 Hurstmere Road Takapuna Auckland 0622 P.O. Box 331 109 Takapuna Auckland 0740 Ph 09 486 7020 Fax 09 486 7016 Email jmason@wbb.co.nz