High Net Worth.
experience in all areas of wealth management.
Our clientele includes some of the leading directors and executives of major Australian public and multi-national companies. We offer tailored advisory services in the following areas:
Salary Packaging
Tax Planning
Providing support and assistance in negotiations for remuneration including comparative benchmarking analysis for their roles
Advising on all aspects including taxation on employee share and benefit plans
Setting up superannuation funds in conjunction with licensed financial planning associates that can assist you with superannuation advice, income protection and personal/life insurance, estate planning and wealth creation
Specialist taxation and superannuation advice for expatriates and temporary residents
Assisting you with setting up trusts
Negative gearing advice
Margin lending taxation advice