Financial and Wealth ManagementApproach

Making sure all aspects of your financial life work together to create, preserve and transfer wealth.

With documented goals and structured financial management, our team advise on wealth management and assist with implementation of our investment philosophy.

We design and implement a comprehensive Cashflow management plan to ensure you have what is needed, when it is needed. If appropriate, we incorporate a debt management plan.

Our team assesses threats and their potential impact on the achievement of your goals. We identify personal life risks and organise insurances within the appropriate ownership structures.

We utilise our knowledge of tax structures to analyse current structures, identify options and work closely with the advice of specialist estate and tax professionals to protect and grow your wealth.

We establish and maintain a disciplined approach to accumulation and preservation of wealth. This includes utilising tax structures, consideration of leverage and prudent investment management.

If you have a desire to give to charity and community in a structured manner, we can design a philanthropic plan that reflects your wishes to improve the well-being of others.

KEEPING ON TRACK

Our process begins with a single step, the Discovery Meeting, and then follows a structured client management process to establish a foundation for success.

This results in a thorough strategic plan, unique to you, with step-by-step actions which we implement and manage to ensure what needs to be done, is done, on time and in full. We work in respectful collaboration with your external advisors to ensure to ensure a cohesive plan.

A sound financial and wealth management plan is never ‘set and forget’, there will be times when we get surprised by both positive and negative events in life.

We have tools and systems to help, but it is the human connection and routine review that matters most to keeping you on track.