Rob, a successful innovator in the building and construction sector well ahead of his time, first entered into the business 35 years ago. He became the master in his product category, and over time, has surrounded himself with the appropriate skill sets and advisers, growing from humble roots.
He needed financial advisers to support his ambitions recommending sound strategies and structures to protect and build his passive wealth. With the careful transfer of his hard-earned business profits, Rob has established a long-term wealth accumulation roadmap.
Cameron Harrison’s Journey Mapping Process
During Rob’s 35-year journey, our specialists Cameron Harrison have helped navigate, steward and help build his wealth – which is substantial – going well beyond his primary goal of a sufficient retirement pool.
Unique tools which deliver Peace of Mind
Recognising the strategic benefit of accumulating wealth independent of risk has been at the core of our advice to business owners for many decades. Ensuring active and passive wealth pools integrate with each other is essential to achieve overall financial success.
Over time, we have honed a unique set of tools to help guide clients on their journey. It’s a three-pronged approach: tax effectiveness, asset protection and the sound economic management of capital.