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?
- Ask a question
- Phone 1800 631 381