Having operated for more than 45 years, we understand that all our clients have a different and unique set of financial and lifestyle goals, responsibilities, complexities and challenges. There is no one-size-fits-all solution when it comes to wealth management.
Whether you are a self-funded retiree or investor, an executive or professional, a business owner or Australian expatriate, we can help you realise your financial and lifestyle goals and priorities, make financial decisions that reflect these and navigate the complexities and challenges that stand in your way so you can get to where you want to be and focus on what you do best.
After years of hard work, we understand that you want to protect your wealth and all you have built so that you can get the best out of your retirement without having to worry. No matter what retirement lifestyle you want, we can work with you to develop an integrated financial plan focused on your goals, lifestyle and health as well as assist you with risk management and capital preservation to protect you and your family’s future.
If you have built, or are currently building, a profitable investment portfolio, we can work with you to develop a robust investment strategy that will get you on track to achieving your short, medium and long-term lifestyle and financial goals.
We understand that with success, comes great responsibilities, complexities and challenges and that in your role, your time is extremely valuable.
So that you have the time and headspace to focus on what you do best, we can work with you to build and protect your wealth and help you develop a comprehensive financial plan that integrates your tax, super, risk and succession requirements so that you are on track to achieving your long-term goals without compromising your current position or success.
Our work with current and former aviation professionals has enabled us to develop a deep understanding of the unique opportunities, complexities, and challenges exclusive to your line of work. Over the years, we have helped people employed by Ansett (as the airline collapsed in 2001), Qantas Group, Cathay Pacific, Cathay Dragon, Qatar Airways, Emirates, Singapore Airlines, and Virgin Australia structure and manage their financial affairs. Through 2020, we helped many aviation professionals implement smart strategies to stay on track through stand-down. For others, we helped them transition to retirement or alternative career paths after a large number of industry redundancies. Click here to learn how we can help you.
Having acted on behalf of many business owners over the years, we know that your needs and the dynamics you face at both a business and personal level are complex. No matter where you are in the business lifecycle, we can help you get on track to achieving your business and personal goals. We can help you:
We work with a range of large organisations that facilitate the provision of financial education and advice to their employees and/ or members, including private companies, government-related entities, and professional associations. As a consultant, we conduct reviews of existing corporate superannuation and group insurance plans to ensure they are aligned with organisational objective, as well as the best interests of employees. Where required, we can assist with implementation, looking after the compliance and process obligations that can otherwise serve as a distraction and burden to management.