Personal Wealth Management
Building long term relationships with our clients is our primary goal, and our team of Advisors are chosen for their commitment and approachability. On your first consultation you will meet with a Senior Advisor who will determine your current personal and financial situation and what your long term life goals are. From this first meeting we are able to get an understanding of your needs and can begin to draw up a plan that will allow you to reach them. Services we provide our clients in this area are:
We work with a broad spectrum of investment managers to offer our clients a range of investment opportunities that can be specially selected to build a personal portfolio that suits your current financial position and future goals. All investment products are carefully selected and approved by our Investment Committee before being offered to our clients. For your financial security the committee analyses, reviews and comments on the various investment structures that are presented to us by a wide range of providers. Only when we are confident that an investment is secure and promises a significant return do we approve it.
Superannuation & Retirement
We provide strategies which will give you the choice to retire on your target income as early as possible and/or maximise your after tax income in retirement.
We work with your accountant to maximise the return on your investments and ensure you only pay the minimum tax required.
In the event that legal action may be taken against you, we provide advice and guidance on protection structures suited to your own individual circumstances. We also identify objectives for personal, investment and business assets.
We will ensure that your family is protected financially if you or your partner should suffer a prolonged illness, incapacity or death. We have strategies that make sure you are covered should the unexpected happen, and provide peace of mind for the security of those closest to you.
In association with a lawyer, we can develop Estate Planning strategies which will address the distribution and protection of your assets upon your death or incapacity. This is an integral part of your personal risk management.