High Net Worth Individuals
For those who have made it and want to keep and grow their assets, we have a rare combination of expertise to offer.
We understand the tax impact of investments, the need for regulatory compliance, and the importance of access to expertise when you need it.
Our clients enjoy the opportunity to talk with professionals who have worked as executives in business, and who can relate to issues of asset management, estate planning and tax planning.
We offer services or have professional associates in Self-Managed Superannuation, family planning, estate planning, succession planning and wealth management.
Our expertise is overseen by our supervising agent, Peter Cox who is a respected fellow member of The Tax Institute, and who has over 40 years of company management experience.


Tax planning

Self-managed Super Funds (SMSF)

Business advice and compliance

Professional expertise
