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Who we can help

We specialise in helping individuals, families and organisations who may have complex financial needs, are financially successful or are aspiring to be independently wealthy.

Depending on your situation, we can help in a number of ways.

Your personal situation or need Possible service solution
You want financial advice to help maximise wealth, plan for retirement, improve your financial situation or protect your wealth. Financial advice
You enjoy making investment decisions but need help to manage your investment portfolio or DIY super fund. Investment administration
You want a professional to manage your investments, including monitoring, administration and making investment decisions. Financial management
You want a professional to take full responsibility for your (or a relative’s) financial affairs, eg if you are overseas temporarily, or are unable to manage on your own. Full personal care
You wish to ensure your wealth is passed on in line with your intentions once you are gone, or you require assistance in administering a friend or relative’s estate. Estate planning or administration
You want to actively manage your tax position. Tax advice
You want to leave a legacy to the community. Charitable giving advice
You have been awarded a compensation payment and need it safeguarded to provide for your future. Trustee and financial management

 

Your business situation or needs Possible service solution
As a business owner, you want to ensure you meet superannuation obligations or require succession planning advice. Financial advice
You want to offer your executives and staff financial advice and services as an employee benefit. Executive solutions
As a not-for-profit organisation, you seek to maximise your financial resources. Investment

Would you like to know more?