Our clients tend to be busy professionals, executives and small business owners. As successful people they command a high standard of living and have a vision of their future which is unique to them and carries with it complex financial needs.
We work with our clients to identify their personally held values and underlying motivations for the goals that they set using our values based methodology. We use this information to establish a strategic plan guided by our specialist area expertise and technical knowledge. We then set in place the structures and disciplines to see that plan through and collaborate with our clients to continue to help them to build their life to their design.
The challenge for many busy professionals is finding enough hours in the day to achieve everything on their to-do list. They tend to be high performers with multiple goals, commitments and focus points occurring at any one time. They are time constrained and often look to us to as their personal “Chief Financial Officer”, creating a strategic financial plan that take the stress out of their finances and allow them more time to focusing on furthering their successful careers, achieve personal goals or spending precious quality time with loved ones.
We work with our professional clients to ensure that they are maximizing their personal wealth, and that the wealth that they are building will allow them to continue to live the lifestyle that chose and achieve the personal and family goals that they set.
We provide clear advice on tax planning and can show them how to minimize the amount of tax they are paying, and how to save for a liability and then pay it down in a fashion that helps them achieve what is most important to them.
We also work with our clients to develop a plan that better manages debt both personal and business including overdrafts, credit cards and business loans as well as home and investment loans.
We also help clients with wealth preservation on money that has been inherited and spousal income as well as inter-generational wealth transfer.
Our executive clients know their business. They are in control of their careers and have a good understanding of what they want from their personal and professional lives. Like busy professionals they are often time poor in the areas they know require attention.
Often they have access to employee share schemes which can be of great benefit but can also be quite confusing. We assist executives to understand what they are actually receiving and how these fit into their broader tax and investment strategies.
Executives have a clear picture of the things they want to plan and achieve often they seek validation, planning and the resources to implement for them.
Our process driven approach delivers confidence through regular touch points and systematic deliverables. Being accountable to someone is sometimes half the challenge.
Our small business owners are dynamic and entrepreneurial people who are living their dreams and passions through their businesses. They tend to be time constrained and wanting to create capacity in their system to allow them to focus on managing and growing their business and spending more quality time with their family. They want a financial partner who really understands them and their requirements and can pull together various resources including other professionals as required to achieve planned and unplanned objectives.
We partner with small business owners providing them with advice on complex financial requirements such as trusts, companies business partners and various beneficiaries. We also help with cashflow strategies that clearly articulate how much they can take out of the business, when they can take it out and in what form i.e. dividends, super, loans, distributions, salary, director’s fees etc.
We provide clear advice on tax planning and can show them how to minimize the amount of tax they are paying, and how to save for a liability and then pay it down in a fashion that helps them achieve what is most important to them.
We also work with our clients to develop a plan that better manages debt both personal and business including, credit cards and business loans as well as home and investment loans.
We also help clients with wealth preservation on money that has been inherited and spousal income as well as inter-generational wealth transfer. Click here to read a client case study.
