High Net Worth
How we help high net worth individuals and families
Live well.
Create freedom.
Futureproof your legacy.
We help create a roadmap to not only place your money strategically but ensure the wealth is positioned in a way to allow a lifestyle focused on freedom and the legacy you want to leave. Have your financial plan crafted with a greater focus on you.
Our advice includes:
Customisation and Diversification
With significant wealth presents greater opportunities for leverage diversification. One size doesn’t fit all. Have funds placed for targeted goals to ensure you live well now and into the future.
Tax efficiency
Focusing on the placement of assets is integral to ensure after-tax returns are optimised for you individually, but also with an eye on future planning.
Advisory Partnership
Through the building of trust over time, gain a genuine sense of time savings by having confidence your needs are catered for from strategy creation, administration and regular oversight of your plan.
Trusted Networks
We liaise with other trusted professionals to create an integrated approach to your advice. We become the central cog in your family’s network of relevant specialists - enabling holistic and seamless management of your needs.
Estate and legacy planning
Leave the legacy that aligns to your values. We ensure that your wealth is structured in a way that conforms to your broader estate planning directives in a legal and tax-effective manner.
Frequently asked questions
What is the most effective structure to build and protect my wealth?
High net worth Australians often use trusts, companies, superannuation and SMSF’s, or a combination. The right structure depends on your goals, tolerance to risk, any potential business involvement, and estate considerations.
What tax strategies can I use to minimise my tax position?
Strategies may include utilising family trusts, leveraging super contribution strategies, investment structuring, CGT management, income splitting, and strategic legacy planning. Your individual position and desired outcomes will drive the structure of the recommended plan.
How do I ensure all of my assets aren’t held in the same type of investments?
Portfolios will focus on a high level of diversification. These may include a blend of traditional investments (shares, property, fixed interest) via efficient investment structures while alternative equity investments which contain additional exposure to potential returns can be explored in some cases.
What estate planning considerations are important given the high level of assets?
These typically include testamentary trusts, business succession planning, control of trusts and companies, asset protection for beneficiaries, and tax planning. Future legacy objectives are an important part of any financial plan created.
Does my financial situation warrant financial advice?
Strategies proposed to those with a high net worth combine both financial and strategic advice to ensure your funds are working for you but also positioned correctly with future planning in mind. We offer a free initial chat to help you gain an understanding of how we could help someone in your situation.
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