OUR BESPOKE 'ON-CALL' SERVICE IS BEST SUITED FOR HIGH-NET WORTH INDIVIDUALS AND FAMILIES.

We can help you with the  following types of challenges around wealth management.

  • Gaining clarity, focus and peace of mind around your financial goals

  • Guidance through complex financial decisions, asset purchases or sales, inheritance or divorce events

  • Planning for retirement to optimise your spending whilst minimising the risk of running out of money

  • Selecting and managing your investments with knowledge and experience

  • Navigating the complexities, advantages and disadvantages of superannuation

  • Minimising unnecessary taxes during or after your lifetime

  • Protecting your wealth for your loved ones

  • Passing your wealth to your loved ones in accordance with your wishes

  • Reducing the administrative burden of your wealth

  • Using your money to benefit others through charitable giving and ethical investing

  • Finding financial opportunities and ideas that meet your values and goals

  • Ensuring your family’s finances are in order if you are unable to work due to illness,
    injury or death

   

    what to expect
 

  • A bespoke strategy and highly personalised advice.
    This is a premium service. Your wealth advisor is a true financial partner who will be fully across all aspects of your financial landscape and on call to help you make decisions whenever you need them.

     

  • We know that financial information can seem technical and complicated. Information and ideas will be presented in simplified, understandable formats so you can feel properly informed and comfortable in your decision making.
     

  • Full administrative support.
     

  • Meetings to suit you. Monthly, quarterly and annual catchups to monitor progress and assess goals.
     

  • We'll build solid working relationships with your team of accounting and legal advisers to ensure a smooth and efficient flow of information in the management of your affairs. We have a network of the best in the business if you need to build your team from the ground up.
     

  • A proven framework. We’ve helped hundreds of high net worth individuals and families protect and grow their wealth.

   

    what we're not

  • We are not affiliated with any banks or institutions. We’re privately owned and licensed which means the investment choices we put forward to you are independently selected to suit your goals, values and risk appetite.
     

  • We are not a 'set and forget' service. We keep up with the changes in your life and dedicate ourselves to keeping on top of changes in all types of markets so that we are ready to help you make fully informed decisions as life changes and opportunity presents itself.
     

  • We're not following the 'sexy money'.  We'll help you to avoid common behaviours that tend to reduce investor returns or increase investor risk, such as market timing and chasing top-performing funds. We are in this with you for the long term and put wealth preservation before the thrill of quick and risky gains.
     

  • Our service is not best suited to people who want short term or one-off financial advice. Our service is for those wanting to develop a relationship with a trusted financial team over the long term. We put in a lot of groundwork in order to know your financial world in extraordinary detail so our advice is always as efficient and effective as possible.

other things we can help you with

  • International asset management and taxation implications - we have a particular speciality in US assets

  • Expat financial advice

  • Complex, multi-entity asset ownership strategies for asset protection, tax efficiency and estate planning

  • Intergenerational wealth management strategies

  • Integration or separation of marital assets

  • Charitable foundations, private anciliary funds and philanthropic management

  • Business succession planning

  • Insurance - personal risk and business risk.

  • Cash flow reconciliation and budgeting

  • Debt management

  • Complex estate planning

  • Employer share schemes

  • Bespoke investment management

  • Ethical and socially responsible investment options

  • Property investments

  • Investment board membership

  • Superannuation strategies and management including Self Managed Super Funds

  • Financial requirements of personal goal planning and monitoring.

  • Net wealth forecasting

  • Retirement planning