About Me

We specialize in strategic planning for executives, high net worth individuals and business owners. Working with them to identify their financial objectives and once there is clarity in this, we structure their finances, investments and insurance portfolios so that their goals can be achieved. Our ultimate goal is helping them reach their short and long term financial goals through structured planning and implementation.Our company also advises a large number of Corporate Superannuation clients from both the HR and member's side. This includes advising on Employee Benefit Programs such as their Group Insurance and salary packaging. Our clients include large multi-national companies specializing in IT outsourcing.We also work with clients and their other professional advisers to ensure the right Estate Planning structures are in place. In our experience, while most people recognize the importance of protecting their assets and families in case of death, they do not take time out to document how these assets are divided when they pass away. Implementing an appropriate Estate Plan ensures tax effective distribution of assets built up over a lifetime and is easily done through documents like Wills, Trusts or Power of Attorney.