Independent Financial Advice
For those that seek an independent expert opinion, we also have an independent Advice division.
While all our clients have been successful financially, their needs are all different and are often complex.
These differences and complexities can arise due to a wide range of factors and circumstances. Some complexities come about simply due to the scale of wealth, whilst others are due to the sale of a business, the sale of real estate, family succession issues, divorce, ill health or death.
Regardless of the reason, we have the professional skills to help you manage the complexities. This includes creating the structures and strategies needed to control the process and outcomes.
We provide tailored strategies and advice regarding:
  • Retirement Planning
  • Tax Minimisation
  • Self-Managed Superannuation and Trust Strategies
  • Estate Planning
Please note: Given we specialise and are experts in the issues facing those with between $1 million and $15 million of investable assets, we do not provide advice on personal insurance or Centrelink.

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