Canadian Expatriates, Australians formerly resident in Canada:
Expatriates need special help. Having an adviser who knows the difference between a RRSP, LIRA, RRIF and CPP can have an immeasurable impact on your financial future. Issues of taxation, residency, tax treaty and international estate planning need to be considered. We simplify and enhance your international matters, so that you can enjoy life and rest peacefully, knowing that your affairs are in good hands.
When you’re dedicated to managing a successful professional practice, time is your scarcest resource. So it can be difficult to give your own finances the attention they truly deserve. That’s where we can help. We specialise in helping busy professionals manage, extend and protect their growing wealth, with sophisticated solutions and exclusive opportunities.
We can help you respond to the specialised challenges you may be facing — from tax planning, to SMSF set-up and administration. So you can continue to focus on your professional life, knowing your finances are in good hands.
Your career is satisfying and demanding — but it also leaves you with little time to devote to anything else. Meanwhile, as your career progresses, your financial needs are becoming more complex.
We act as your personal CFO, with sophisticated strategies to help you manage, extend and preserve your growing wealth. They include expert advice on salary packaging, share and option schemes, tax planning and SMSFs, with specialised solutions to ensure your money works as hard as you do.
High-net worth individuals
As your wealth increases and your financial situation becomes more complex, you need increasingly sophisticated strategies to make the most of your growing resources and safeguard the prosperity you’ve worked so hard to create. That’s where we can help.
We specialise in tailored solutions for high-net worth individuals, with personalised investment planning, astute portfolio management and advanced strategies including trusts, SMSFs, gearing and tax-effective investments.
Families and individuals approaching retirement
Today, Australians are living longer and staying more active in retirement than ever before. As a result, our financial needs in retirement are also rising. So it’s essential to plan ahead and make the most of your resources if you want to enjoy the retirement you’ve always looked forward to.
We can help you realise your dream of future prosperity, using a range of proven strategies including salary sacrifice, self-managed superannuation and transition to retirement. We can also help to safeguard your savings from the effects of market volatility, generating more income with less risk.