| Growing Families | - Protecting against the unexpected
- Buying property or renovating
- Funding education
- Expanding investment portfolio
- Funding holidays
- Starting own business
- Moving home or country
- Split assets from prior marriages
| - Establishing a financial plan
- Arranging home finance and funding for extensions
- Optimising investment and superannuation accounts
- Managing existing or sourcing new accountants, tax advisors and lawyers
- Overseeing conveyancers
- Planning ownership structures to optimise asset protection and tax planning
- Assisting with structuring and funding own business
- Arranging personal and general insurances
- Coordinating establishment of will and estate plan
|
| Executives | - Asset protection, optimisation and diversification
- Optimising Income
- Accelerating investment growth
- Strategically building superannuation
- Protecting and planning for health, career and marital changes
- Arranging personal and family tax advisory
| - Providing asset ownership and structuring advice
- Managing investment and superannuation accounts
- Arranging personal and general insurances
- Coordinating an estate plan
- Managing existing or sourcing new accountants, tax advisors and lawyers
|
| Dual Income, No Kids | - Buying property or renovating
- Establish secondary income stream to support lifestyle and travel
- Expand investment portfolio
- Starting own business
| - Arranging home and investment finance
- Managing superannuation and investment accounts
- Overseeing conveyancers
- Assisting with structuring and funding own business
- Arranging insurance to protect from the unexpected
- Managing existing or sourcing new accountants, tax advisors and lawyers
- Coordinating establishment of will and estate plan
|
| Young Professionals | - Buying first home
- Starting an investment portfolio
- Consolidating superannuation
- Planning next steps
| - Establishing a financial plan
- Arranging and negotiating home finance
- Establishing super and non-super investment portfolios
- Overseeing conveyancers
- Arranging insurance for car, travel and contents
|
| Entrepreneurs | - Access to capital investment and networks
- Corporate Structuring
| - Arranging early stage and venture capital finance
- Introduction to international network of service partners and social networks
- Developing business planning and corporate finance skills
|
| New Australians | - Establishing local bank accounts, credit cards and payment systems
- Buying a home
- Establishing partnerships with tax and legal advisors
- Establishing investment structures
| - Arranging banking accounts
- Coordinating approved accountants, tax advisors and lawyers
- Establishing investment accounts
- Establishing a financial plan
- Personalised advice and guidance
|
| Sports Professionals | - Saving for post-retirement
- Protecting against injury
- Planning for life after sport
- Protecting and growing wealth
| - Managing investment portfolios and secondary income streams
- Structuring and managing superannuation
- Protecting wealth
- Arranging a career transition mentor
|
| Retirees | - Optimising superannuation and investments
- Budgeting to achieve desired lifestyle in retirement
- Planning for inheritance
| - Coordinating regular asset distributions
- Managing superannuation and investment accounts
- Refining financial plan
- Coordinating establishment of will and estate plan
- Assisting with structuring gifts for family and grandchildren
|
| Charities | - Establish a charity
- Protecting against capital loss
- Generating capital to support activities
| - Coordinating establishment
- Managing charitable funds for income and capital protection
|
| Business Owners & Company Directors | - Funding growth
- Improving profitability
- Engaging and retaining staff
- Strategic acquisitions
- Creating liquidity for shareholders
| - Arranging debt funding
- Arranging equity funding
- Sourcing acquisitions
- Building employment incentive structures
- Managing a competitive sale or divestment process
|
| Employers | - Identifying and managing financial stressors among employees to improve productivity
- Reducing presenteeism and improving employee wellbeing
- Effectively aligning remuneration with company objectives
| - Executing an Employee Financial Wellbeing Program
- Equity Remuneration and Compliance Programs
- Superannuation reviews
|
| Developers and Real Estate Professionals | | - Arranging construction finance
- Arranging equity and joint venture funding or partners
- Arranging funding for Australian and off-shore purchasers
|
