As a truly independent advisory group we understand that every business and situation is different, so you need wealth management advice that goes beyond just investment consultation and aligns your long-term financial goals with your life aspirations.
We make sure all the strategic financial considerations necessary to see your family and business prosper are taken into account, so we can create a wealth management strategy that’s right for you.
Specialised financial advice
We bring your entire family along the journey with us, utilising multi-generational meetings to ensure everyone is on the same page, and you avoid unwarranted conflict or bottlenecks that may halt your plans.
We work with a hand-picked network of financial professionals—think of them as your business’ brains trust—each of whom provides their own independent, objective advice for your family’s needs and goals, so you get the right information from the right source.
After all, the future of your wealth is your call; we’re just helping you make the right one.
Here’s our formula that details everything you need for enduring, successful wealth management, both now and into the future.
To us, the ideal wealth management system is as follows:
Wealth Management = Investment Consulting + Advanced Planning + Relationship Management
We manage each element in your portfolio, to maximise the probability of achieving the goals most important to you. This includes portfolio performance analysis, risk evaluation, asset allocation, cost and tax impact assessment, and investment policy review.
Advanced planning goes beyond investments. We’ll help you:
• enhance your wealth through maximising your cash flows and minimising your tax liability;
• safely disperse your assets and capital to the next generation;
• identify any personal and financial risks to protect your long-term goals; and
• ensure that your personal passions, like any charitable giving, remains intact, and even becomes tax-effective.
A key factor in successful family wealth transitions is good communication between family members—so we help you keep your communication lines open. As the custodians of your wealth management system we manage the relationships between everyone involved in maintaining your wealth. This includes family members, clients, and our network of professional independent advisors.
Our wealth management partnership process
Here’s a chart that outlines succinctly how we’ll work together to manage your wealth.