FAQs
While the industry has been treating people like walking wallets, we’ve recreated and redefined financial advice - we call it financial life management. It’s based on the understanding that your life and finances are inseparable, and money is just a resource to give you choices and help you live the life you want.
We consider individuals and families with $2 million or more investable financial assets (excluding their home) to be high-net-worth.
There are the traditional asset classes of shares, property, bonds and cash. Beyond these, alternative options include private equity, venture capital, direct bonds and wholesale property syndicates. Of course, what's suitable will depend on your goals, timeframe and temperament for investing.
Common structures include family trusts, superannuation, companies and investment bonds. All structures vary in tax rates both for income and capital gains, flexibility, asset protection and estate planning. We'll help you determine the right vehicles to manage your wealth based on your circumstances.
Private markets include assets like private equity, venture capital, private debt and real assets like property, which are not available on public exchanges such as the ASX or S&P500. They offer unique growth opportunities, potential outperformance and reduced portfolio volatility when compared to public markets. However, they typically require longer investment horizons and have lower liquidity compared to public markets. These assets often require patience, as they may take years to fully mature.
