We understand the needs and challenges in protecting and building the wealth of families, some of whom have accumulated hard earned assets over generations.
To enable a “sleep at night” position for the wealth generator or owner of the assets requires important considerations to be worked through.
In addition to working direct with families, we also act as the central contact, working with the family’s existing professional advisers (or where these don’t exist introducing specialist advisers) to deliver a cohesive plan that achieves the required result. Some of the primary services we can provide include:
We understand that the current generation is the benefactor for future generations.
A considered, smart and completely integrated approach to your financial affairs including wealth protection, insurance, SMSFs and estate planning.
Shares, securities, managed funds, property, term deposits.
We’ll make sense of it all for you and we’ll help you work out what’s right for you.
Take control of your portfolio.
We’ll show you how to streamline the reporting, administration and banking aspects of your investments.