High Net Worth

Protect, structure & increase

High net worth

Need to Know

High net worth individuals, partners and families have special needs, and more often more complicated financial situations. It’s important then that they find a partner who can work with them and their other trusted advisor’s, providing thoughtfully crafted advice and service solutions.

Specifically we help our clients with issues like:

Maintaining lifestyle in retirement

Wealth Protection

Improving household cash flow

Leaving an estate for their loved ones

Managing market risk & diversification across asset classes

Planning for children’s university education funding

Charitable giving

Minimizing income and capital gains taxes

Growing & managing wealth

High net worth

How does it Work?

Through getting to know you, your family, your situation and your financial aspirations, we will develop a personal investment plan tailored to your needs.

Firstly, we meet to discuss your financial situation and objectives. Most clients use this opportunity to get advice about other financial areas as well, not just investments.

Next, we consolidate this information into an investment and strategy report, creating a clear and concise summary of your situation.

Finally, we plan and strategise with you to formulate a solution based on the strategies best suited to your circumstances.

High net worth

What are the Benefits to Me?

Expert Advice

Tailored Solutions

Lasting Relationships

One point of call