As a high-net-worth individual or family, you face a distinct set of considerations for tax and wealth planning. On top of this, the ATO has a sharper eye on you. This therefore requires a closer, more concentrated effort toward achieving your key objectives of saving tax, generating wealth and protecting assets. As specialist advisers in tax and superannuation, we walk with our high-net-worth individuals step by step in managing their affairs.
We understand that as a high-net-worth individual, you often have little time left, as you are committed to achieving your career and family goals. You may have received professional advice from a number of service providers including a financial planner, superannuation consultant, banker, insurance advisor and stockbroker. The process often becomes oriented toward meeting compliance obligations, with less attention devoted to developing a "plan".
Our aim is to fill this void by identifying your needs, coordinating with the appropriate external suppliers and implementing a value generation plan.
We service specific financial needs of High-Net-Worth Individuals including:
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