Working through our Wealth Journey Mapping process, Phillip and Suze were able to establish a strategic approach which provided security and lifelong continuity through each age and stage of their life. It was an integrated wealth agenda that brought them peace of mind, focusing not only on tax effectiveness, but also asset protection, estate planning and sound economic management.
Over time, Phillip’s health necessitated developing a strategy and structure to support his wife and family. Working collaboratively alongside Phillip and Suze, we helped them identify what was truly important to them – for each other, their children and grandchildren. They wished to financially support their children in a way that would allow their kids to gradually take responsibility for their investments, protecting the legacy for their grandchildren. Our Estate Planning Framework and integrated approach to economic strategy, tax and asset protection gave Phillip and Suze the peace of mind that their family’s financial future was secure.
In his final years, it became more important to Phillip that Suze – a relatively inexperienced financial manager – had the professional support she needed to help guide her through the next chapter. It was equally important to us that we developed a relationship with Suze built on trust, so that when the time came, she would have the space to come to terms with her loss without any financial anxiety. On Phillip’s passing, Cameron Harrison was there to support Suze in carrying out Phillip’s wishes and implementing the agreed-upon estate plan developed years earlier.
The interplay of generations is complex. We understand that managing family dynamics takes a unique combination of empathy and experience. With the opportunity to engage the family early on, it has been a natural progression for us to continue as trusted advisers to not only Suze, but also her adult children, as we help them navigate their own wealth journeys, guiding them in their own business and personal endeavours.
Over 19 years so far, we have guided Phillip, Suze, and now their children, through the many facets of their individual wealth journeys with our bespoke, integrated approach.