With less than 100 days left in the year, now is the time for professionals and business owners to step back, assess their financial goals, and put a winning strategy in place for 2026. In today’s uncertain economic climate—marked by policy shifts, global volatility, and local election changes—the best path forward combines strong investment strategies with thoughtful tax planning to preserve and grow wealth.
Investing for Wealth Preservation and Growth
For entrepreneurs, consultants, and professionals across industries—lawyers, healthcare specialists, creative service providers, and advisors—investing wisely is no longer optional; it’s essential. 2025 has underscored the reality that markets are shaped by geopolitical tensions, trade shifts, and government transitions. Against this backdrop, global financial strategist and CEO of Bailey Wealth Group, Keisha Bailey, stresses the importance of maintaining a diversified portfolio.
“Volatility is inevitable, but with the right mix of fixed income assets like bonds to cushion risk, and global equities to capture strong returns, investors can stay positioned to build wealth in the short and medium term,” Bailey noted at a recent wealth brunch.
She explained that staying ahead requires not just diversification across asset classes but also across geographies. “As we approach a new year, investors and business owners need to develop their financial strategy with the right experts so that you can maximise your investment opportunities.”
Leveraging Tax Efficiency to Unlock More Opportunities
While investment strategy takes center stage, taxation remains an essential supporting pillar in the wealth-building process. Effective tax planning ensures that the gains generated from investments are protected and reinvested, rather than lost to unnecessary liabilities.
Bailey advises that separating personal and business finances through distinct legal entities not only simplifies record-keeping but also shields personal assets from business-related risks. Choosing the right tax jurisdiction, she added, is equally critical for entrepreneurs and consultants with cross-border exposure. “Managing your finances is a simple numbers game—consistent tracking of income and expenses ensures clarity, reduces liabilities, and frees up more resources for investment.”
With accurate record-keeping and guidance from global tax experts, business owners can reduce overall tax burdens and redirect savings into their investment portfolios—fueling both personal and business growth.
Conclusion
Building wealth in an evolving economy requires a dual approach: leading with strategic investments while reinforcing gains through tax efficiency. For professionals and entrepreneurs, the roadmap is clear—diversify globally, stay agile in response to policy shifts, and work with trusted advisors to ensure every dollar is working for you. With the right strategies in place, 2026 can be the year of stronger, smarter wealth creation.