While we’d love to help everyone, our particular skill set allows us to provide optimum value to people who:
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Own their home.
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Are looking to become (or are) self-funded retirees.
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Have investable assets of over $500,000 (including superannuation).
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Are accumulating wealth.
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Are focused on the portfolio as a whole and not on individual stocks.
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Want to manage family wealth.
We’re here to:
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Provide clarity and peace of mind around financial goals.
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Expertly invest and manage wealth — including superannuation.
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Ensure wealth is protected through unforeseen life events.
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Reduce the administrative burden of managing wealth.
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Collaborate with professional partners — including accountants and lawyers.
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Efficiently pass wealth to the next generation.