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Our Clients

A Long Term Strategic Partner to clients with complexity

Our clients typically have

High Earnings and Savings Capacity. You are accumulating wealth. You also have significant commitments now and high expectations for the future! You may be unsure how to make the best use of your cash flow, but want to make the best decisions with your critical capital to grow your wealth.

Or

Significant level of Capital. Now you wish to make decisions about your long term strategies, transferring of legacies and preservation of wealth. You are ultimately concerned with security and sound management of your hard earned capital.

It’s important to understand our client partnerships extend beyond a “once only” meeting. We look to partner with you over the longer term to act as an ongoing independent financial sounding board for you.

 

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Professionals

Young Professionals, like Niall and Rachel were juggling their careers and wanting to start a family. They needed a plan. They needed clarity. We provided them with both. This enabled them to take stock of their life aspirations and made best use of their savings.

Most professionals are busy, time poor and understand there is value in specialising and having others manage their personal financial affairs.

You may be:

Paying significant levels of taxation and want to change this

Moving up the corporate ladder

Busy and passionate about your career, however, struggle to work on your family financial plan

Are at the peak of your career and have one eye on transitioning to retirement

Take Action

Business Owners

Many business owners spend so much time managing their business financial matters and neglect their personal finances. They are often unsure where to direct their savings.

Paul and Kathryn came to us for direction. They were accumulating savings from a successful business.  However, their lack of time meant their personal affairs were not being adequately managed. They understood making sound decisions was important to their families’ future, so they came to us. We became their ongoing sounding board and advisors. See how we helped them understand where they are headed with their money

By putting your cash flow to good use now, means that your ideal life becomes less reliant on business success.  Call it a “Plan B”, however we think of it as your “Plan A”.

You may be:

Paying significant levels of taxation and want to change this

Have a business plan, however, struggle to work on your family financial plan

Are considering exiting your business and want to develop a plan for the future

Accumulating wealth within the business and want to understand how to make the best personal use of these funds

DownloadFinancial Planning for Small Business Report

Complete your email address and details below to receive our Whitepaper.




Take Action

Self-Funded Retirees

Many retirees turn to us to help them implement a strategy for their accumulated wealth, which also considers their financial legacy.

We assisted with Kevin and Annette with their plans in 2007. Since then, we have helped Kevin transition from full-time academia to retirement. We’ve guided them through the global financial crisis and always helped them to understand where they were headed with their money.

You may:

Have several structures and entities and an inconsistent approach to investment

Require an independent, professional opinion on your current personal financial and planning affairs and structures

Be looking for a successful transition into retirement

Wish to ensure the longevity and preservation of your capital

Take Action
Professionals

Professionals

Young Professionals, like Niall and Rachel were juggling their careers and wanting to start a family. They needed a plan. They needed clarity. We provided them with both. This enabled them to take stock of their life aspirations and made best use of their savings.

Most professionals are busy, time poor and understand there is value in specialising and having others manage their personal financial affairs.

You may be:

Paying significant levels of taxation and want to change this

Moving up the corporate ladder

Busy and passionate about your career, however, struggle to work on your family financial plan

Are at the peak of your career and have one eye on transitioning to retirement

Take Action
Business Owners

Business Owners

Many business owners spend so much time managing their business financial matters and neglect their personal finances. They are often unsure where to direct their savings.

Paul and Kathryn came to us for direction. They were accumulating savings from a successful business.  However, their lack of time meant their personal affairs were not being adequately managed. They understood making sound decisions was important to their families’ future, so they came to us. We became their ongoing sounding board and advisors. See how we helped them understand where they are headed with their money

By putting your cash flow to good use now, means that your ideal life becomes less reliant on business success.  Call it a “Plan B”, however we think of it as your “Plan A”.

You may be:

Paying significant levels of taxation and want to change this

Have a business plan, however, struggle to work on your family financial plan

Are considering exiting your business and want to develop a plan for the future

Accumulating wealth within the business and want to understand how to make the best personal use of these funds

DownloadFinancial Planning for Small Business Report

Complete your email address and details below to receive our Whitepaper.




Take Action
Self-Funded Retirees

Self-Funded Retirees

Many retirees turn to us to help them implement a strategy for their accumulated wealth, which also considers their financial legacy.

We assisted with Kevin and Annette with their plans in 2007. Since then, we have helped Kevin transition from full-time academia to retirement. We’ve guided them through the global financial crisis and always helped them to understand where they were headed with their money.

You may:

Have several structures and entities and an inconsistent approach to investment

Require an independent, professional opinion on your current personal financial and planning affairs and structures

Be looking for a successful transition into retirement

Wish to ensure the longevity and preservation of your capital

Take Action

What does your ideal day look to you?

Think about your ideal day. Is it a fishing trip with the kids, living on a remote Greek Island? Perhaps it’s having an extra day [or two] off work each week.  

A financial plan should help you feel confident that you can fund your ideal day. Your plan will help you take control, to achieve realistic financial goals reducing your stress and financial uncertainty.

Our Expertise + Your Goals = Shared Accountability

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