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