Complex Financial Planning
Financial planning for high earning and high net worth individuals and family groups.
Financial planning is complex and requires a highly specialised and diverse skillset that addresses a broad spectrum of matters affecting wealth accumulation, management and retirement strategies.
Advice and services:
- Wealth management including wealth accumulation, financial record keeping
- Asset protection
- Tax efficiencies
- Cash flow and surplus cash management
- Saving goals including travel and children’s education goals
- Retirement planning
- Passive income streams
- Investment advice
- Estate Planning including coordination of Wills, Powers of Attorney and legal structures
- Executor support and assistance
- Liaison with aligned professionals to achieve financial, tax and legal integration outcomes