Private and family wealth services

Wealth planning and accumulation

Once we’ve clearly established your objectives, we help you form a comprehensive, personalised wealth plan so you reach them sooner and with less risk.

Investment planning

We help you navigate the complexities of today’s investment markets and build a portfolio that will stand the test of time.

Lending and debt management services

We help you secure cost-effective finance and keep borrowings under control with accelerated debt reduction strategies, which can help you multiply your returns and create new wealth. We can also advise you on the appropriateness of a gearing strategy to enhance your wealth over time.

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Cashflow management and budgeting

We’ll help you understand and manage your cashflow tax-effectively, so you can be sure your money is working as hard as you are.

Lifestyle protection

We apply practical, supportive, and suitable personal and business protection plans, so life’s unexpected events don’t catch you off guard and destroy the success you’ve worked hard to build.

Portfolio structuring and tax management

We specialise in complex advice spanning a variety of structures, including companies, partnerships, self-managed super funds (SMSFs), and family trusts.

With a disciplined approach to tax-planning, we help you select the optimal structure for each element of your portfolio. By tailoring your chosen vehicle to your personal circumstances and long-term objectives, we ensure your choices have a positive impact on your after-tax returns.

Business management

Your business is the key to your, and your family’s, current lifestyle and future prosperity. We can help you unlock the value you’ve worked so hard to build, so you can enjoy life at any stage.

Super and SMSF establishment & advice

We help you make better, less risky investment choices by offering various options and eliminating the complexity of setting up and managing your SMSF, which allows you to make the most of your super and establish a retirement lifestyle you’ll love.

Financial independence

Whether you’re at the height of your career or starting to think about life after work, we can help you develop and implement customised strategies, measure your progress, and change tactics where necessary, to optimise your chances of achieving comfortable financial success and keep you tracking to your ideal life.

Estate and succession planning administration

We’ll help you honour your hard-earned legacy through astute estate planning and by working together to plan and transfer your wealth now and protect your finances against life’s unexpected circumstances (i.e. illness, relationship breakdowns or bankruptcy). We’ll make the hard decisions with you today, so your loved ones don’t have to, and so they aren’t impacted by any unexpected legal or tax implications later.

Asset protection

Considering your financial, employment, business, and family situation, we select the ideal structure for your family’s wealth and safeguard your assets from creditors, litigation, and unnecessary tax liabilities.

Capital preservation and the next generation

Studies have revealed that 60% of new wealth is lost by the second generation and 90% by the third. We help you avoid this by providing a varied and comprehensive range of integrated services to protect and grow your family’s wealth, meet all statutory requirements, and plan for tomorrow.
Through financial education, we’ll create enduring prosperity for you and your successive generations and equip your family with the skills to preserve your legacy in your absence.

Ongoing education and governance

We ensure that the compliance issues associated with your financial strategy are managed appropriately and you conform with regulations and legislation.
Working with you, your beneficiaries, and any designated charities, we ensure that everyone is aware of the agreed-upon investment goals and strategies. This process informs you and your family and develops a shared commitment to a clear investment process that everyone understands.
We stand as Trusted Advisers who will manage your estate with strict adherence to a prudent and diversified investment philosophy.

Enduring legacy and philanthropy

To define and preserve your legacy so that it passes to people and causes you care about most, we guide you and your family through a carefully structured planning process that helps you articulate the principles that have shaped your life, your wealth, and your family’s culture. This process recognises that while money is important, it’s only one tool that supports and maintains your family’s legacy.

We’re experienced in helping our benevolent clients establish and sustain private philanthropic strategies and structures (including Private Ancillary Funds). We also facilitate the identification of projects and organisations to ensure donations achieve genuine, measurable outcomes.

Ready to get the best return on your life?