Business Owners

Building and managing a business is extremely tough, and protecting the wealth the business generates requires specialist advice.

The partners of Cameron Harrison have advised business owners for many decades, boosting their financial success through highly sophisticated strategic planning.

Our approach considers all aspects of a business owner’s wealth – from active business interests to passive and lifestyle investments.

We factor in tax effectiveness, asset protection and economic management. Most importantly, we scrutinise how these pieces fit together in the
overall financial puzzle – resulting in a properly conducted, whole of wealth strategy.

Our whole of wealth management framework seamlessly blends business owner advisory with passive investor wealth management:

Active Assets

  • Business
  • Projects

Tax Effectiveness

  • Taxation strategies for business owners
  • Personal tax strategies
  • Executive taxation strategies
  • Tax effective wealth accumulation
  • Superannuation strategies
  • Intergenerational/estate planning strategies
  • Not-for-profit strategies

Asset Protection

  • Business and commercial risk management strategies
  • Intergenerational and family risk management strategies
  • Governance frameworks and conduct
  • Philanthropic strategies

Economic Management

  • Wealth accumulation strategies
  • Investment and risk management strategies
  • Asset Allocation frameworks and strategy
  • Structuring and design of portfolio
  • Investment selection
  • CH ‘Complete Superannuation Solution’
  • CH ‘Complete Investment Solution’

Passive Assets

  • Investments
  • Lifestyle property

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