Wealth Protection

Protecting your wealth is an important part of our holistic financial management services.

We consider your needs and objectives through appropriate structuring of your assets and investments through trusts, companies, and SMSFs, and will project manage with your other advisors such as legal advisors and insurance brokers, to ensure your goals are implemented correctly.

Our services include:

  • Review of existing structures and assessing risk exposures
  • Structuring advice to address asset projection objectives
  • Consideration of exposure of financial assets to business risks and/or family law risks
  • Liaison with your legal advisors and insurance brokers to ensure optimal coverage has been achieved.