A professional advisory relationship and service that maintains a deep and comprehensive knowledge of the client’s affairs and objectives, that also effectively project manages the services and requirements of other professionals, to ensure a co-ordinated and effective outcome, on an ongoing basis.

The Private Wealth Service specifically encompasses the following:

• Strategic - Monitor and review relevant financial, legislative and operational issues, to ensure you maximise taxation, cost, investment and administrative efficiencies and achieve the agreed outcomes.
• Project Manage - Liaise with your relevant professional relationships, to ensure your overall agreed objectives are met in an efficient and cost effective manner.
• Structuring - Review your asset ownership structures, to ensure that you are maximising available options, best suited to your requirements. This includes assessing the appropriateness of an SMSF or potential benefits of a Family Trust, or just personal ownership in your circumstances, based on flexibility, cost, asset protection and Estate issues.
• Investment - Review, construct and manage investment portfolios to achieve your agreed objectives, including cash-flow and capital requirements.
• Lending - Ensure any Borrowing requirements are reviewed to ensure maximum effect and at attractive rates, as well as any Personal Insurance requirements, to ensure suitable and cost efficient.
• Administration - Ensure all administrative requirements are efficient and not complicated, with full access to information as required.
• Estate Planning - Assist in ensuring an effective Estate Plan (Wills, Powers of Attorney, Super nominations etc) to ensure assets transition to the relevant parties in an efficient, cost effective and protected manner. We maintain a Family Document Vault (Register) of all relevant documents as a record in case of need.
• Family Wealth Distribution - Assist and maximise benefits to the wider family where relevant, including children, grandchildren, parents and grandparents. Many strategic opportunities can be discovered or unlocked when looking from an intergenerational perspective.
• Future Proof - Ensure our clients (and families) are financially well organised and effectively structured, so that future issues and changes are more easily dealt with and peace of mind is achieved.