Our Services
We have over 20 years history of helping businesses, and the business owners grow and thrive. We understand the importance of organised and well-structured financial management in life and business. It is why so many businesses, individuals and family offices trust us as their strategic business and wealth management partner.
Through a tailored approach, we provide expert guidance on managing complex and varied wealth portfolios, and offer sophisticated financial and investment solutions for clients who require a highly bespoke and specialised level of service.
Accounting and Taxation Advisory
AP Group2022-03-25T15:11:01+11:00We cater for all business & personal taxation, financial and accounting services including company, trusts, taxation planning, SME compliance and tailored proactive tax advice for the optimal tax outcomes.
Administration and Compliance Services
AP Group2022-03-25T15:13:26+11:00Our team assists in all facets of trust administration, corporate services, fund administration, and statutory accounting and reporting services.
AFSL & ACL Licensing and Responsible Entity Services
AP Group2022-04-10T14:11:40+10:00We hold an Australian Financial Services Licence and offer AFSL licensing and trustee services for clients promoting managed investment schemes as well as being actively involved in Funds Management and Asset Management.
Asset Management
AP Group2022-03-25T15:16:42+11:00Our trusted team of professionals have access to specialist legal and investment expertise across a range of investment products including fixed income, equities, real estate, private credit, infrastructure and others.
Family Governance, coaching and education
AP Group2022-03-25T15:18:09+11:00We understand that for generational wealth to be maintained, the entire family must be educated on how to best manage wealth now and in the future.
Investment Management, Advisory Services
AP Group2022-03-25T15:40:46+11:00Our global footprint gives us an exceptional advantage in sourcing public and private investment opportunities. We work with our clients on an appropriate risk diversification strategy when investing in a range of assets to ensure wealth preservation and growth.
Philanthropy
AP Group2022-03-25T16:37:22+11:00We are committed to helping families achieve their philanthropic goals in an effective, efficient and enjoyable manner. Drawing on our deep resources and experience in philanthropy, we can assist families and their family offices in designing, implementing, and evaluating their philanthropic plans.
Succession and Estate Planning
AP Group2022-03-28T10:26:43+11:00Effective succession and estate planning requires the work of many disciplines. We strive to understand our clients’ personal and family business circumstances, objectives and wishes and offer an integrated services with our clients and their lawyers, executors, and beneficiaries.
Trust and Fund Management
AP Group2022-03-28T10:26:20+11:00We are authorised by our Australian Financial Services Licences (AFSL) to act as trustee to unregistered managed investment schemes. Together with our Australian Credit Licence, we enable appointment and management guidance to AFSL and ACL representatives.
