Your Advisors Aren’t Talking to Each Other. And When It Matters Most—You’ll Pay the Price.
Most business owners don’t realise their biggest risk isn’t inside their business—it’s between their advisors. At RDA, we give you one clear plan for your business, family, and future.
What Is Connected Advice?
Connected Advice is our signature methodology designed for business owners who are tired of fragmented solutions. Whether you're facing tax complexity, business succession, or personal financial fog, we bring everything together — one integrated strategy, tailored to your life.
We connect the dots between:
Your business goals,
Personal wealth, and
Family legacy.
Is your advice truly connected — or dangerously fragmented?
Take our Connected Advice Scorecard to find out where you stand across business, tax, and family planning.
✅ Identify hidden gaps in your current strategy ✅ Reveal your Freedom Number and planning blind spots ✅ Get personalised insights to bring everything into one coordinated plan
Once you complete the scorecard, you'll receive a custom PDF report with your results and practical tips to move forward.
Click below to get started and discover what Connected Advice could unlock for you:
You’ve got a solicitor. An accountant. A financial planner. But who’s actually in charge of the overall plan? You have:
❌ Advisors working in silos ❌ Missed tax savings ❌ No clear exit or legacy plan
❌ Confusing handovers when crisis hits ❌ Constant reactivity, no long-term vision
What happens? Disconnected advice leads to stress, delays, and real financial loss.
The Solution: Connected Advice
One Vision | One Plan | One Team
We built the Connected Advice System to give you:
✔️ A simple way to align every part of your financial life. ✔️ One central team to coordinate all the moving parts. ✔️ Clarity, protection, and peace of mind - on your terms.
How It Works
1. Clarity
We begin with a 3-minute ScoreApp diagnostic + clarity mapping session.
2. Strategy
We build your Connected Advice Blueprint—covering tax, cashflow, exit, and legacy.
3. Execution
We work with you each quarter to review, update, and deliver results.
Who It's For
This is built for business owners and families who:
Want peace of mind and a clear plan
Are preparing for exit, succession, or big life decisions
Feel exposed by too many moving parts and no coordination
Value family, freedom, and simplicity
What You Get
Your Connected Advice Blueprint™
Access to our TaxSmart, CFO, and Exit Planning tools
Quarterly advisory meetings
Legacy & family transfer planning
One dedicated advisor + one coordinated team
What Our Clients Say
RDA Connected Advice One Plan. One Team. One Vision. Get Clarity Today
Fill out out Contact Form or Contact Us by clicking the button below.
