Our comprehensive service and fee structure suits the following client situations:
High income households
You earn a high level of income and want to make the most of that income by converting it into real wealth.
Empty nesters & pre-retirees
Your children have completed their schooling, your mortgage is close to paid off / or has been paid off and you’re now looking to shift your focus onto wealth creation.
Established business owners
You are an established business owner looking to convert a successful business into real wealth for you and your family. This may involve converting a high business income into wealth or working towards the sale of your business.
Self funded retirement
You are retired or are looking to retire in the near future with a strong amount of savings and investments. You don’t plan on relying on the age pension and would like to maintain your ‘self funded’ status by making sure your wealth lasts a lifetime.
Compensation, disability payouts and large inheritances
You are the recipient of a permanent disablement, compensation payment or substantial inheritance. You would like to make the most of this payment by investing it wisely.
Your financial situation is untidy or complicated and you need help with simplifying your affairs and getting organised.