How to Create Wealth Independent of Your Business or Practice

About This Event

A Practical Business Growth & Wealth Creation Session with Daniel Duarte

As business owners and professionals, we often invest enormous amounts of time, energy, and capital into building our businesses. But what happens when most of your wealth is tied up in your business or practice?

Join Investment Adviser Daniel Duarte from Craigs Investment Partners for an insightful and practical session exploring how to build personal wealth outside of your business, creating greater financial security, flexibility, and independence for the future.

In this engaging presentation, Daniel will discuss:

✔ Why relying solely on your business for wealth creation can be risky
✔ Strategies for building wealth independent of your business or practice
✔ How to create additional income streams and long-term financial resilience
✔ Planning for retirement without the fear of outliving your money
✔ Steps towards achieving genuine financial independence

Drawing on more than 15 years of experience in holistic wealth management, Daniel works with clients who are transitioning towards retirement, seeking financial independence, or looking to diversify their wealth beyond their business interests.

Whether you're a business owner, consultant, healthcare professional, tradesperson, or entrepreneur, this session will provide valuable insights to help you think differently about your long-term financial future.

About the Speaker

Daniel Duarte is an Investment Adviser with Craigs Investment Partners, based at the North Shore branch. Prior to joining Craigs in 2023, Daniel spent fifteen years in South Africa as a Financial Planner specialising in holistic wealth management.

Daniel advises clients across all aspects of equity investing and portfolio management, helping them identify, achieve, and maintain the lifestyle they want and deserve. His expertise includes global equities, fixed interest investments, government bonds, managed funds, and retirement income planning.

Outside of work, Daniel enjoys competitive touch rugby, outdoor sports, and travelling with his young family.

Meet Daniel

More about Daniel on LinkedIn