Our clients are successful, delegators and focus on what’s important to them. They take advice and care about their family and the broader community.
There are only 168 hours in a week so you should be focusing on the more important things such as family, health and happiness in order to live your ideal life! These are the things you cannot delegate.
Our clients are seeking a long term relationship with a trusted adviser.
Through our unique process we obtain an intimate understanding of your family’s needs. Our team has the knowledge, skills and resources to research and present the best options available to help you live your ideal life.
Our clients are senior executives, business owners, wealthy family groups, expatriate, young professionals, young families and time poor professionals.
Some common trigger points among the clients we work with include:
Families experiencing major financial and emotional transitions
We have the experience to help you through:
- Maximizing your income
- Commercial lending
- Mortgages
- Financially Planning for a family
- Maximizing your income
- Life Insurance
- Estate Planning
- Redundancy
- Super consolidation
- Establishing an investment strategy
- Retirement planning
- Death of a spouse
- Divorce
- Sale of a business
- Business Succession
- Sale of real estate
- Lottery winnings
- Inheritance
- Family business owners
Many of our clients are family business owners that require specialised advice including succession and helping them with that transition between generations. Our offering provides for our advisers to sit on family boards to ensure that the family’s wealth is maintained.
We have extensive experience in dealing with the issues faced by:
- CEO’s – share options
- Medical professionals
- Engineers
- Professional Athlete’s
- Academics
- Successful individuals
- Business owners
- Lawyers
