Whole of
wealth
Taking care of every element of your wealth and investments.
Our expert team partner with you to develop a complete framework for managing your wealth and creating alignment with your lifestyle and goals.
Our Approach
Understand & document your objectives
Review
We start with a detailed assessment of your financial and family situation.
Set Objectives
With an in-depth understanding of your needs, we collaborate to articulate and document your wealth objectives.
Recommend
Your documented goals guide the tailored financial recommendations we provide.
Strategic recommendations
Tailor
Create personalised financial strategies that align with your specific goals and priorities.
Plan & guide
We use these recommendations as a roadmap to guide and support you throughout your long-term wealth journey.
Risk profiling & strategic asset allocation
Assess
We explore your risk appetite and tolerance and match it with appropriate asset allocation.Adjust
Reviewed on a regular basis and as your wealth outlook changes, to secure strong investment outcomes in line with your goals and risk profile.
Seamless collaboration
Connect
Coordinate
Tailored investment portfolios
Custom investment portfolios, expertly crafted by our in-house team to align with, and support, your wealth strategy.
Services
Retirement Planning
We guide conversations on future goals to give you clarity on retirement lifestyle and legacy priorities. By developing and executing your accumulation, investment, drawdown and estate planning strategies we ensure you can comfortably achieve your goals.
Self-managed super funds (SMSF)
We work with you to consider an SMSF as a structure for holding tax effective assets and investments for your retirement. We have the capability to develop, implement and manage the investment strategy of your fund, and a network of expert partners to manage accounting, audit and reporting.
Wealth transfer
Collaborating with you and your family, we develop comprehensive strategies to safeguard and transfer your wealth and legacy. As part of this engagement with your family, we focus on fostering a beneficial understanding of financial matters and the value of family assets.
Private ancillary funds & charities
We work with you to create bequests and structures to offer ongoing, generous support to communities and causes that are meaningful to you and your family.