Financial Peace of Mind, Every Step of the Way.
What is a Personal CFO?
A Personal CFO is a financial expert who offers comprehensive, personalised financial management services to entrepreneurs and individuals, much like how a CFO manages the finances of a company.
Acting as your trusted advisor, a Personal CFO collaborates with other professionals such as accountants, lawyers, wealth advisors, private bankers and insurance brokers. This ensures that every aspect of your financial life is seamlessly integrated and efficiently managed. Unlike traditional advisors, a Personal CFO provides ongoing oversight and management of your financial situation, giving your peace of mind and confidence in your financial future.
Why do you need a Personal CFO?
As an entrepreneur or financial executive, your focus has likely been on growing your career and business. While this dedication is key to building wealth, it often leaves little time for managing your personal finances. A Personal CFO fills this gap, delivering customised advice that aligns with your specific goals and life circumstances. With a Personal CFO, you no longer need to worry about the complexities of taxes, insurance, investments, managing debt, estate planning, or wealth preservation.
Our role as your Personal CFO goes beyond managing finances – we work to understand your vision for the future and guide you toward those goals.
Our Services
As chartered accountants specialising in CFO services, we partner with individuals to serve as their personal CFO. Our services are designed to support entrepreneurs and individuals at every stage of their journey.

Wealth Management
Out the Box CFO collaborates with industry experts to manage your investment portfolio, ensuring it aligns with your long-term financial goals and risk tolerance.

Retirement Planning
We develop tailored retirement plans that ensure financial security in later years, taking into account current income, savings, lifestyle goals, and projected future expenses

Estate Planning
Our team assists with creating and managing wills and trusts to ensure that assets are distributed according to clients’ wishes while minimising taxes.

Succession Planning
Business owners need a strategy to exit their business or to plan for succession. We work with entrepreneurs to develop a strategy that maximises the value of the business they have built, while ensuring a seamless transition for the future.

Debt management
Managing debt is an important part in growing your financial wealth. We help develop tailored strategies to effectively manage debt, ensuring you stay financially healthy.

Budgeting and Financial Forecasting
We create detailed budgets and financial forecasts to help you proactively manage finances and make informed decisions about spending, saving and investing.

Tax Advisory and Compliance
Out the BOX CFO works closely with tax professionals to identify opportunities for tax savings, ensuring you remain fully compliant. Additionally, we provide guidance and assist with the process in changing tax residency.

Cash Flow Management
As Personal CFO’s we manage both your long-term and short-term cash flow needs, ensuring financial stability and liquidity while taking into account your lifestyle expenses, investment goals and debt commitments.

Regular Financial Reviews
Our team of Personal CFO’s regularly reviews your financial situation and adjusts your financial strategy as necessary, taking into account shifts in the market, economy, tax laws and your personal circumstances.

Lifestyle Management
Our team of Personal CFO’s offer guidance on managing significant lifestyle expenses – such as property purchases, education funding, and luxury acquisitions – to align with overall financial goals

Crisis Management
We provide strategies to maintain stability and recover from setbacks during personal or economic crises.
Leave the planning, coordination, and organisation to us. With your Personal CFO, you have access to a one-stop finance solution that simplifies and enhances your financial life.
BOOK A FREE CONSULTATION
By procuring the services of a Virtual CFO, whether on a part-time basis or only for specific projects, your company gains vital financial expertise without incurring the costs of an full-time CFO and a full-time finance department.
We understand that every business has different needs and challenges, so we price our services appropriately. We will work with you to create a package tailored specifically for your company’s goals and requirements – no matter how unique they may be!