Trusted Wealth Management

Our services focus on the wealth management needs of individuals, families, foundations and other corporate entities. Our approach to investing involves us making appropriate asset allocations, based on proven investment analysis and strategies. The main areas we cover are listed below, however if there is any area relevant to you that isn't listed please contact us to find out more.

Investment Portfolio Management & Advice

We offer individually managed accounts (IMA), where recommendations are authorised by clients before any implementation. We do not believe that a custodial platform is necessary, with all investments typically being held by the client or their respective entity.

As part of our ongoing and active management of your portfolio we monitor markets for opportunities to assist your portfolio returns. Our detailed portfolio administration captures all such transactions as well as offering 24/7 access to your portfolio through our website. We produce accurate tax reporting which allows your accountant to complete your tax returns.

Strategic Advice

In addition to our investment management capacity, we can offer clients advice on other financial issues such as business succession planning and detailed analysis on investment property portfolios.

Tax & Accounting

We liaise and work with clients accountants in a professional manner. We believe that a separation of these duties provides the best outcome for clients and a level of oversight which is not available under other ‘one stop shop’ firms.

Self-Managed Super Funds

Our preference is to utilise a SMSF structure for clients where it is cost effective and appropriate. We can provide a full service which ensures all aspects of compliance are maintained to the highest level.  

Meetings & Reporting

We meet with clients semi-annually, while also making ourselves available to meet on an as needs basis. Clients receive quarterly newsletters and reports, along with regular information which relate to their portfolios and the broader economic environment.

Tax Planning

Where it is advantageous we will meet with clients to review their tax concerns pre-June 30, to ensure that they optimise their position.

Philanthropy

We can assist clients in the establishment and management of Private Ancillary Funds (PAFs). These entities can provide families with an effective tax outcome as well as an ability to focus endeavours on charitable causes. 

Balance Sheet

We account for clients’ personal balance sheets on a semi-annual or as needs basis, ensuring that all decisions are based on their net worth situation. 

Estate Planning

We can refer clients to specialised solicitors.