HOW WE WORK

At AD Pottie & CO we focus on your future and what you want from your business.

We help you realise the future you want for your family and give you the framework of how to achieve this. We provide innovative strategies and systems tailored to you and your business needs to create your families future today.

We initially start to secure and consolidate what your have and make this the foundation block to build and improve your business and future.

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Our next step is to focus on helping your business grow and develop through actionable, collaborative and achievable goals.

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With sustainable reliable profits emerging now from your business, we begin to help realise some of your aspirations for the future.

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With your new found success and sustainable business you can live the future that you have dreamed of and let your business work for you.

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step 1 Business Security

We initially start to secure and consolidate what your have and make this the foundation block to build and improve your business and future.

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step 2 Future Growth & Wealth

Our next step is to focus on helping your business grow and develop through actionable, collaborative and achievable goals.

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step 3 Profits

With sustainable reliable profits emerging now from your business, we begin to help realise some of your aspirations for the future.

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step 4 Cash

With your new found success and sustainable business you can live the future that you have dreamed of and let your business work for you.

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Our Services

We are focused on your future,
your business,
and more importantly
your family.

Legal

We work closely with Legal Advisors so that you and your family are protected.

Legacy Planning

We make sure that your loved ones are taken care of when you’ve passed on,

Tax

We aim to reduce your tax, in turn redirecting it to you and your family.

Cash Flow

Reduce your cashflow days, leaving more money in your bank account.

Business Consultancy

Open up new ways for saving or making more money for your business.

Loans

We review and optimise any current loans to save you money.

Insurance

We help you prioritise and engage in what matters most to you and your business.

Financial Planning

With one eye on now and one eye on the future, we focus on good financial planning.

Budgeting

Strategise and develop a process that suits your workflow, giving you financial clarity.