Questions we help you answer

Our trusted advice relationship is not just a set of defined tasks. We have aligned our services to expand as required with increasing financial complexity such as your level of assets, lifestyle requirements, your family situation, personality, your financial literacy, experience and the extent and depth of our coordination of other relationships.  These services are broadly categorised as Investment Consulting, Wealth Management and Family Office. This approach provides a sense of the types of questions you can and will have answered, what we will do and allow you to assess value for the amount you will be paying over the year. 

 
 

 Investment Consulting

  • Will I have enough money?

  • How long will my money last?

  • What do I need to do to make it last?

  • How much can I spend?

  • How should I invest my money?

  • When should I invest?

  • What should I invest in?

  • Should I invest in direct shares?

  • Should I buy an investment property?

  • Should I buy crypto?

  • What role does gold play in my portfolio?

  • Do I need to hedge my offshore investments?

Wealth Management

  • How much can I afford to help my children?

  • How much can I comfortably spend in retirement?

  • How much risk do I need to take?

  • How do my investments fit within my entities?

  • What type of investments are best for me?

  • How much do I need to save to reach my objectives?

  • What actions do I need to take before 30 June to optimise my financial affairs?

  • What should I be thinking about when structuring my Will?

  • How does my Will fit with my other entities?

  • How do I protect my family if I can’t work or am sick?

  • Can we afford a lifestyle property?

Family Office

  • I'd like to give some money to my children but am worried that it would lead to bad behaviour, or it may be lost to the family. How do I go about it?

  • What steps should I be taking now to prepare my family to be good financial stewards?

  • What are the common pitfalls that families face when large inheritances occur?

  • What is the right level of formality to ensure the right decisions are made within my family?

  • How do I start conversations with my family about money?

  • I'd like the idea of giving money away well, but don’t know where to start

  • I want to be more structured about giving away money well. What are my options?