Services2022-03-25T14:35:33+11:00

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

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We 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.

Asset Management

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Our 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.

Investment Management, Advisory Services

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Our 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

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We 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

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Effective 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

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We 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.