Our clients:
Our clients are successful people who wish to ensure they have effective wealth management and tax planning strategies in place to achieve their individual financial goals.
Our clients include:
professionals
business owners
senior staff of listed or private companies, public sector organisations, and universities
Australian and overseas based airline pilots and other senior aviation personnel
Australian expats who are planning on repatriating or retiring to Australia
wealthy retirees
Our services: delivering advice for your specific needs
Personal financial modelling: Develop a personal financial model that helps you understand where you are now and where you are likely to be in the future, based on your goals, strategies and investments. Understand and compare your options.
Strategy advice only: Opt to get an analysis of your current financial readiness for retirement and advice on some effective strategies to strengthen your position.
Repatriation advice for Australian expats: Learn the rules relating to residency, taxation and superannuation to make smart choices as you plan to call Australia home again.
Income and investment tax planning: Keep more of what you make by marrying the right wealth strategies with the right account ownership, using companies and family trusts where appropriate.
Investment Advice and Management: Access our research and best in class global portfolio solutions via separately managed accounts, exchange traded and index funds, industry fund superannuation accounts and private capital assets.
Lifestyle and investment property analysis: Make sure your property strategy continues to work for you as you decide to buy, sell or renovate, reduce debt and transition into retirement.
Family wealth collaboration: Obtain our valuable insights into how older generations can help younger generations to invest, own a home, reduce tax and keep money in the family.
Superannuation accumulation: Know the rules to save tax and build wealth; standard contributions and salary sacrifice, catch up contributions, non-concessional and home downsizer contributions.
Superannuation in retirement: Get to a 0% tax rate - superannuation pensions and defined benefit pensions.
Defined Benefit Superannuation: Understand the complexities and decide on lump sum or pension options in the context of cash flow, tax, government limits, access to capital and your estate plans.
Self-Managed Superannuation: Understand when a SMSF makes sense; more control, save tax and own assets like property directly.
Estate planning: Understand and plan for how your assets can be passed on to a spouse, family members or others with minimal tax and minimal problems.
Insurance needs analysis: Check whether you have too little, just the right amount or too much life insurance – as you track towards retirement are you paying too much for cover you need less?
