WHAT WE DO
Taxation Planning, Tax Effective Investing, Superannuation and Retirement, Gearing / Leverage, and Estate Planning are complex areas. There are various strategies available to you and working out the optimal outcome to achieve your wealth targets is essential. We have a range of strategies that have been developed over many years and we draw on our teams’ many years of experience in Banking, Accounting and Finance industry positions.
Protecting your money can be as equally important as earning it in the first place. We provide specialist advice on structuring and asset ownership which ensures your wealth benefits your family now and continues to benefit your future generations. We provide complex advice on structures including; Private Companies, Family Trusts, Unit Trusts, Discretionary Trusts and Self Managed Superannuation Funds.
This can mean many things to many different people. To us it means creating focused and disciplined investing patterns that can achieve your personal needs, goals and objectives. No matter what the dollar figure is, wealth creation is about creating a comfortable fulfilling lifestyle, both pre and post retirement. We assist accumulators and retirees to build wealth in a manner that reflects their attitude and personality and we are focused on their goals as though they are our own.
We tailor portfolios to individual needs, there is no “one size fits all” approach. Each client portfolio is carefully constructed to meet client needs and risk tolerance. We provide advice and solutions in all areas of investment; cash, term deposits, mortgage trusts, bonds, hybrids, shares (domestic and international) and property (residential and commercial). Our portfolios contain direct assets with transparency of holdings and benefits and are well diversified to mitigate single asset risk.