Depending on individual clients needs, we can provide you with:
- Superannuation strategies and advice
- Tax Planning
- Wealth Accumulation Advice
- Retirement and Redundancy Planning
- Investment Management
- Estate Planning / Family Wealth Strategies
- Risk Management and Insurance
How do we provide advice?
Our first step is to meet with you to clearly define your lifestyle needs and objectives. You will need to provide us with adequate information to allow us to establish your present financial position, ongoing needs and longer term goals.
Using a tested process we:
- Determine the relevant facts and complexities of your situation
- Identify your needs, objectives and tolerance to taking on risk
- Research and develop tailored strategies from which you can select your preferred option
Provide you with written recommendations, outlining the basis of the recommendations and the results of risk exposure
We will then:
- Work with other professionals, including lawyers and accountants to ensure your strategic solutions are implemented
- Oversee the implementation of the strategy you have chosen
- Regularly review and update your progress with you to ensure the strategies remain appropriate and you remain on track to achieve your lifestyle goals
What does our service cost?
As with our recommendations and risk assessment all information regarding fees will be provided clearly in writing. Fees will be based on your requirements and the complexity of your situation.
We look after a range of client occupations but mainly senior executives, university professors, company owners, accountants and lawyers.
The majority are high income earners with high net worth and who need specialistic advice in retirement planning, redundancy planning, wealth creation, wealth protection and other areas such as managing Reasonable Benefit Limits (RBL) and estate planning. These are areas where we can give high quality advice to clients and where we can add substantial long term value to their financial position.
We look after all our clients for the long term and often help them with the transfer of their wealth.
Our role is not only to advise and manage investment portfolio’s but also to act as a financial coach for our clients. This helps them achieve their maximum position, protect their funds and provide the most effective structure. In short, it ensures their lifestyle goals are being met.
Our approach is dynamic. This means that new strategies are recommended or strategies modified when circumstances change.