Financial planning and
wealth management.
Financial planning and wealth management
Have you made your mark on the world through innovation, exceptional investment decisions, or just hard work? Have you put away a substantial amount of money and are now in need of sound wealth planning advice?
Regardless of how you have acquired your wealth, we feel it is important to protect and grow your wealth going forward, you will need the right financial advice and a solid wealth management plan.
That’s where we come in. We are a wealth management and financial planning firm in Australia, with offices in Sydney and Melbourne.
We pride ourselves on our expertise and personalised service, as well as our unique position of being free from the institutional influence that is now prevalent in the Australian financial services industry, so we can provide you the very best advice.
Book a free consultation.
We're committed to providing customised service and advice to our clients. Prior to scheduling a consultation, we kindly request that you take into account our expertise in catering to high-income individuals, pre-retirees, established business owners, and individuals with investable assets over $500k.
What is wealth management?
Going hand in hand with financial planning, wealth management is simply the science of protecting and growing your private wealth in order to enhance your financial situation. Particularly if you are on a high income, have inherited money, or recently sold a house or business, it is important that you immediately take steps to manage your finances. This allows you to make the most of what you have.
An effective wealth management plan should involve experienced financial advisors who understand your situation and specific goals, and who are able to deliver a comprehensive range of financial services and products that have been tailored to your needs
What are some of our wealth planning products and services?
- Investment advice (shares, specialist investment funds,
annuities, bonds, etc.) - Tax effective investment in shares or property through
gearing (borrowing to invest) - Private school education funding investment plans
- Retirement planning, including setting up retirement income streams and maximising your tax position through your superannuation
Personal trustworthy advice.
"The right advice
everytime"
Our financial planning advisors will take the time to get to know your individual circumstances so that they are able to provide you with the best wealth planning advice. You will never see us applying a cookie cutter approach to your financial planning.
We believe in a holistic approach when it comes to wealth management, and we will work with you and your team to tailor a well rounded and comprehensive private wealth strategy that will complement your life plans and goals.
We are experienced, having around 30 years of collective financial advisory experience, as well as extensive experience in working across complex entity and asset structures. Currently, we manage around $150 million for our clients.
We aim to maximise returns while reducing portfolio risk.
Getting started with financial advice.
"We take pride in
the advice we give"
Make smart decisions about your money.
Make smart decisions about your money.
Retirement has changed, and we need to look at things differently.
Make smart decisions about your money.
Get the right financial advice and a solid wealth management plan.
Get the right financial advice and a solid wealth management plan.
