Expatriate financial services:
Having worked as an international financial adviser for more than twenty years, it is understood that managing your finances across international borders can be challenging, with all the complexities of regulatory restrictions and volatile international currency markets. With significant overseas experience, Prairie Heritage Wealth Management is uniquely qualified to help you transfer and maximise your growing wealth, taking advantage of the benefits while avoiding the pitfalls.
Wealth planning and accumulation
What do you aspire to in life? Whatever your objectives, a personalised wealth plan can help you reach them sooner, with less risk.
Portfolio structuring and tax management
Whether you prefer a trust, a SMSF or a holding company, the structure you choose for your investments can have a significant impact on your after-tax returns. We can help you select the right structure for your unique situation and maximise the benefits with a disciplined approach to tax planning.
Retirement Planning, Super and SMSF’s
With its built-in tax advantages, super is a powerful vehicle for long-term wealth creation, despite growing regulatory complexity. We can help you make the most of the opportunities super has to offer, so you can enjoy the retirement lifestyle you’ve always looked forward to.
Executive financial planning and CFO services
As a successful executive, you’re highly motivated to succeed. But how much time do you have to devote to your own finances? Your Godfrey Pembroke adviser is your personal CFO, providing essential support to help you grow, manage and protect your wealth.
Keeping track of cashflow can be challenging, especially when you have a growing investment portfolio generating multiple income streams. We’ll help you understand and manage your cashflow tax-effectively, so you can be sure your money is working as hard as you do.
As you build on your success, it becomes increasingly important to protect the wealth you’ve worked so hard to create. We can help you safeguard your family’s financial security, both now and in the future.
Astute estate planning is essential to protect your family’s future financial security and ensure their lifestyle isn’t impacted by unexpected legal or tax implications. We can help you transfer your wealth smoothly and tax-effectively, so you can leave a lasting legacy for those you care about most.
Lending and debt management services
Managed well, gearing can multiply your returns and create new opportunities to grow your wealth. Managed poorly, it can undermine your long-term financial security. We can help you secure cost-effective finance, then keep borrowings under control with accelerated debt reducing strategies.