Wealth pathways with purpose
Does this sound familiar?
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Time poor and tired of the day-to-day administrative burden of managing wealth.
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Financially disorganised with assets that aren't structured tax-effectively.
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Feeling uncertain about financial decision-making.
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Navigating complex financial events such as the sale or purchase of a business, retrenchment, retirement or divorce.
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Dealing with an inheritance and the myriad of emotions and financial decisions after the death of a loved one.
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Working hard with no exit plan from a high-stress executive role.
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Running a business with no end-game or succession plan.
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Wrestling with the conundrum of how to use your wealth to help your kids thrive and not be ruined by it.
Through our proven and proprietary Wealth Pathways framework, we help high-net worth individuals and families who need direction and structure to optimise, grow and share their wealth.
Private Wealth Pathway
The Private Wealth Pathway is for individuals and couples with a net wealth from $1.5 million who want to successfully manage their wealth, primarily for themselves, during their lifetime.
You may still want to pass on the remainder to the next generation, but you're happy for your children or heirs to make their own decisions around wealth management when the time comes.
How We Help
Wealth rarely exists without some level of complexity. Our strength is in pulling together those complex components and simplifying them in a more manageable, understandable, and profitable way.
We build solid working relationships with your team of accounting and legal advisers to ensure a smooth and efficient flow of information in managing your affairs.
What to expect
This is a premium service with highly personalised advice.
Your wealth adviser is a true financial partner who will be across all aspects of your financial landscape and on call to help you make decisions.
We simplify technical and complicated financial information. We aren't fans of financial jargon and will present ideas clearly and in plain english.
Full administrative support.
Meetings to suit you.
Monthly, quarterly and annual catchups to monitor progress and assess goals.
A proven framework.
We’ve helped hundreds of high-net-worth individuals and families protect, grow and share their wealth.
We're a purpose led partner
We believe in responsible investing, which goes beyond simply integrating ESG factors and ethical considerations. We actively seek out investments that generate positive social and environmental outcomes for our clients.
What we're not
We're not a 'set and forget' service.
We stay up to date with changes in your life and the market to provide you with informed advice and opportunities.
We're not following the 'sexy money'.
We'll help you avoid making wealth destroying mistakes such as market timing and chasing last year's top-performing funds. We're in this with you for the long term and put wealth preservation before the thrill of quick and risky gains.
Our service is not suited for people looking for short-term or one-time advice.
Our Wealth Pathways are designed for those who are looking for a long-term relationship with a trusted financial team. We put in a lot of groundwork in order to get to know your financial world in extraordinary detail, so our advice is fine-tuned and optimised for you.