A strong foundation
How you structure your wealth is just as important as what you do with it. This is especially the case if you want to do more of what you enjoy, make a positive impact or set up your family for generations.
Driven by our holistic approach to wealth management, we start by gaining a complete picture of your personal circumstances, goals and risks. From here, we design a tailored and tax-effective financial framework that acts as a bedrock for your investment strategies.
Within this framework, we bring together extensive experience in cashflow planning and financial modelling, superannuation, portfolio management, insurance, entity structuring, estate and succession planning, and philanthropic planning.
A safe pair of hands in a world of opportunities
The prospect of preserving and growing your wealth and building a legacy is undeniably exciting. And we’re proud to help individuals and families from many walks of life do just this.
When it comes to investing, it can often feel like there’s a fine line between risk and reward. But how you manage this, and who you place your trust in, makes all the difference.
We never lose sight of what’s important to you, or your ultimate goals. Comprehensively mapping your risks, goals and timings gives us a strong foundation on which to build a tailored asset allocation strategy, recommend and deliver an appropriate mix of investments, keep track of your portfolio and provide ongoing guidance and advice.
Positive, lasting change
Wealth brings both challenges and opportunities. Using it to improve our society and environment is a noble ambition. But there’s a difference between simply giving money away and making philanthropic contributions in a way that will deliver a positive, lasting difference.
Our clients trust us to provide this advice knowing the crucial role we play in the social impact ecosystem. They come to us for insight on the right strategies to realise their philanthropic goals, as well as access to other leading funders and organisations.
Working with both for-purpose organisations and private clients, we have a unique grasp on the challenges, trends and opportunities in the sector. This ensures we’re well placed to help achieve your philanthropic goals.
Our specialists will work closely with you to keep you informed and supported as you deploy your wealth to create a positive, lasting impact in the world.
Preserving values over generations
Wealth can only achieve impact over generations when it’s built on strong foundations. History has taught us that when families with significant wealth fail to prepare for the transition between generations, they leave themselves vulnerable to significant loss. This impact may be felt financially, but also in the breakdown of family unity.
Our Family Advisory specialists have the expertise and experience to help you and your family navigate the technical and relational considerations that come with planning for the future.
We’ll create tailored governance that reflects your circumstances and goals, and equip you with the tools, skills and support your family needs to prosper and grow, together.