Wealth Management Solutions

We believe that true peace of mind comes from knowing your own mind. Our peace of mind planning process is about devising a bespoke strategy for you and your needs.

Our wealth management and advice is about providing you a well planned pathway with integrated strategic and technical solutions across investment management, tax strategy, asset protection, wealth planning, estate planning, philanthropy and multigenerational wealth transmission. It’s an integrated approach unique to our Journey Mapping process.

Wealth & Retirement Planning

A peace of mind partnership is about working together to identify your personal wealth goals, needs and risks. Together, we will prioritise your critical factors and devise a clear and actionable route-map towards achieving your goals. The plan of action can include consideration of investments, asset and liability review, superannuation, multigenerational considerations, tax, asset protection and risk analysis.

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Estate Planning & Intergenerational Wealth Transfer

Family wealth planning and its transmission is host to an interplay of generations, intentions and personal goals. We understand that managing these complex and intertwined dynamics takes a unique combination of empathy and experience. Working together, we can advise on the orderly transfer of multigenerational wealth and estate planning frameworks.

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Investment Policy Formulation

In assisting you in the formulation of your Investment Policy, we will help you to gain a clear understanding of how you can invest to achieve your stated goals and objectives (refer to Wealth Planning). It will provide the individual policy template and parameters for the specific management of your investments in order to achieve the desired risk-adjusted returns. Whether you are family investors, significant wealth owners or a not-for-profit organisation, the process of investment policy formulation and then setting it, is an important component of effective investment governance, accountability and risk management.

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Client Governance

Client Governance is the basis by which owners and controllers of wealth define the relationships between themselves, their advisers, investment managers, a board of directors, an investment committee and other stakeholders. A defined governance framework provides the structure through which your objectives are set, and the means of attaining those objectives and monitoring performance are determined.

Each client has their own needs and requirements for governance. A not-for-profit organisation may operate both a board and an investment committee, and is itself accountable to multiple stakeholders.  A family investor will typically have few or no external stakeholders. Whilst the specific client governance solution will differ between client types, the governance objective is the same.

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Wealth Advice Integration

We provide you with the ability to have your wealth strategy integrated and overseen by our experts.  Whether we are providing expert advice or management or other advisers such as lawyers, and accountants are part of the plan delivery, we will oversee and bring the various components together to ensure efficient, timely and effective implementation. Importantly, we ensure the plan and project elements do not get missed.

This is done through our three-way process of planning expertise, project management and our unique three-person client management team.

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Family Wealth Office & Corporate Governance Advisory

We can assist you as a significant owner of wealth or not-for-profit organisation, where you have a need to manage for multiple stakeholders' purpose and accountability.  Whether it is a governance oversight review or a detailed planning and design process, our over 40 years of experience in planning, strategy, structuring and risk management can help provide the governance solution you need and require.

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Family Governance & Charters

Cultural values are central to the effective operation of an organisation and represent the DNA on which a family governance framework is established and built. The family governance framework or charter brings the elements of the 15-factor framework together, which in turn provides the authority, strategy, structure, conduct and risk management parameters for the family organisation to make decisions about its wealth.

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Wealth Solutions
Portfolio Strategies & Design

Understanding who you are, and your wealth aspirations, is the foundation for how we shape a personal portfolio plan. Our experienced investment specialists create a tailored investment strategy that aligns with your needs, goals and risk tolerance.

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Tax Management

Being tax effective is not simply about minimising, but rather optimising tax outcomes within your entire private wealth and business framework. As part of an integrated strategy, our advice on tax-related issues is guided by your strategic goals for investment, business and family.

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Asset and Wealth Protection

Retrospective regrets are best avoided with peace of mind plans. For decades, we have guided families and business owners through these challenges. This depth of knowledge and experience aids in developing strategies to best protect and manage your assets and wealth from commercial and other risks.

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The management of individual superannuation funds in alignment with your overall wealth and investment strategy. For our Wealth Planning clients, this includes tailored advice and ongoing management across all aspects and detail.

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The reasons you might give could be varied. It could be charitable giving across a broad range of purposes, a deeper philanthropic involvement or a designated funding purpose. Whatever your purpose, there are varying degrees of establishment requirements and ongoing involvement. We can assist with putting your philanthropic and charitable purpose into actionable strategy, structure and operation.    

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Education of Family

Knowledge is important to effective strategy setting and decision making. It is desirable to want to have family members be able to make considered, informed decisions. It is an ongoing process of development. It may be to address identified gaps or be more holistic. We are able to work with you on your specific requirements for family member development based on the identified needs and the desired outcome sought. Education development is one of the elements in our 15-factor family governance framework.

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Private Investments

There exist opportunities from time to time in private investment markets. This could be in private equity, debt & credit, property or infrastructure-related sectors. Normally subject to liquidity constraints because these investments are not listed or traded on exchanges, their suitability is for those seeking longer duration with higher returns and capacity for higher risk. If after having undertaken our analytical and strategy review and due diligence process, we will provide access to appropriately qualified clients.

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Technical Solutions

In your wealth and business journey, unexpected financial and life risks take various forms. When left unattended they can be detrimental to your long-term strategy. Through our risk planning process, we assist you to understand, quantify and take actions in mitigating these risks.

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Credit & Funding Solutions

Turning your feasibility analysis into a living project or transaction invariably requires a funding solution. There are varying alternatives across the funding spectrum which we advise on and assist in order to arrive at the appropriate solution for you.

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Estate Administration

You want your estate and testamentary structure to be administered and implemented seamlessly and consistently with your instructions and intent. Our specialists have significant experience assisting and advising executors and trustees on legal, taxation, trustee duties, administration and family governance.

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Personal Care Administration

To have peace of mind that your affairs are comprehensively handled, perhaps when you do not have the capacity or capability. We attend to all aspects of bill payments through to complete oversight and management of your affairs. We assure you that we will conduct proper independent management of all your affairs.

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