We assist executives and professionals to develop and implement income, wealth accumulation and estate planning strategies that minimise current and future tax liabilities, both here and overseas. We align your complex financial needs with your personal values and goals and then recommend appropriate, relevant and competitive solutions. This can include:

  • Protecting your most important asset - income generated through employment - with Income Protection Insurance and the use of personal insurances including Life and Total and Permanent Disability (TPD) cover
  • Utilising powerful tools such as our Cashflow Management Program to manage discretionary and non-discretionary expenditure
  • Effectively managing your tax liabilities
  • Protecting your assets through astute investment structures
  • Adopting the right approach to investment - we can provide ongoing support for a range of investment approaches to ensure your portfolio remains highly diversified and the rewards are appropriate for the level of risk taken
  • Growing your retirement funds using a forward-thinking approach to help you identify where you should accumulate your wealth both inside and outside of superannuation
  • Understanding and optimising employment bonuses (shares and options)
  • Building an effective estate plan