HIGH NET WORTH SERVICES - PERSONAL FINANCE MANAGER

Private Wealth Management is not just for big Corporates! 

We offer specific services tailored to busy professionals who want to outsource their finances to a Professional, freeing their time to create wealth through their own business endeavors, or take back more time for the family. 

We offer our high net worth clients a tailored Personal Finance Manager service, which involves your advice team doing all the heavy lifting and project management for your finances incl. ongoing monitoring of your investments and debts to ensure you're always maximising your position and taking advantage of new opportunities as they arise, as well as managing the other professionals in your life; your Accountant, your mortgage broker, real estate agent and more. 

This gives you ONE person to deal with, and your Adviser will simply give you regular updates/notices as necessary rather than having information coming at you from all directions, taking up precious time and phone/email space! Your Adviser can project manage your tax returns with your Accountant, regularly review your debt structures and interest rates, monitor your cash flow and budget and much more. 

This personal wealth management service varies in cost depending on the complexity of your situation, though generally sits at between 1% - 3% of your manageable assets - speak to us today for a no obligation quote to consider how we can assist.