Life is complicated.
Your finances don’t have to be.
Our clients tend to be …
Responsible for managing family wealth
An inheritance? Your parents’ wealth and well being? Taking care of your family? Estate planning? A lifetime’s work.
Suddenly on your own? Not sure where to start with managing family wealth after a death or marriage breakdown?
Senior public servants
You have a defined benefits public sector super scheme and a healthy lump sum.
You’re a natural at making money but are not sure how to maximise what you have.
You’ve just come into sudden wealth and all the responsibilities that entails.
You’re looking for advice and guidance on how to have greater control of your superannuation.