Most of our clients are corporate executives, company directors, members of the professions, business owners, private investors, or wealthy retirees.
The majority of our clients plan to be financially independent and want future security for their families. They would like to minimise their tax liabilities and enjoy a good standard of living with a strong capital base, high income, and sufficient time to benefit from their lifestyle choices.
Most of our clients reside in Melbourne or Sydney; however we do look after clients throughout Australia, plus a number of overseas expatriates.
Financial strategies are matched to individual clients and the entire process is completely transparent from the investment recommendations through to the fee structure.
Our clients desire and receive personal attention based on a professional relationship of confidentiality, trust, loyalty, disclosure, and legal obligations. We always act in good faith and in the best interests of the client.