Frequently Asked Questions

Wealth management is a consultative service tailored to meet the unique needs of clients, helping you to grow your wealth in alignment with your age, financial goals, and aspirations.

We specialise in working with high-net-worth indivuduals, families, corporations and major institutions, typically holding between $50,000 and $50B in total assets..

Engaging the services of a wealth management company can lead to many benefits including; a sensible and strategic investment strategy that is suited to you and your needs, clarity around your goals and how to plan your finances accordingly, efficient planning around the constantly changing tax rules and regulations and the ongoing support and guidance through the journey of life.

There is often said to be crossover when it comes to understanding the difference between wealth management and financial planning. You may find that a wealth manager typically focuses on your investments and money and will help to provide a sensible investment strategy. A financial planner may take into account more than just your investments and will dig deeper on your lifes goals and how you will get there.

No, we are happy to absorb the cost of an initial consultation so we can get to know you and establish whether we will be the right wealth management firm for you.

All of our financial planners are fully qualified to give financial advice. We also recognise the value of continuing to develop our knowledge, which is why all of our financial planners have achieved further qualifications or are in the process of working towards them.

We believe building a long-term relationship with your adviser is key to providing the most effective advice. However, as a large firm with numerous analysts, advisers, and department heads, you may work with multiple advisers depending on your portfolio needs.

Yes, we are fully independent and not tied to any fund manager, platform, product, or provider. This allows us to search the entire market to find the best solutions tailored to our clients' needs.

Tax-efficient investing refers to the practice of taking the impact of taxes into consideration when making investment decisions. For instance, reviewing a portfolio for tax-loss harvesting opportunities or considering the tax status of an account before withdrawing money from it are examples of tax-efficient investing practices.

Tax-loss harvesting is a way to reduce the taxes associated with capital gains.

Depending on your personal situation, there are a number of ways to potentially reduce or defer the taxes you pay on your investments. These can include finding ways to reduce or defer income, capital gains, and estate taxes.

The fees associated with our services will vary depending on the investments you hold within your portfolio and the size of your overall portfolio.

Typically our minimum portfolio value must exceed at least $10,000.

We would welcome the opportunity to review your existing investments. Why dont you ask us about our 'Second Opinion Service' which is a no cost, no obligation review of your current financial situation, taking into account your goals and objectives for the future.

We are more than happy to review someone's existing investment strategy and portfolios. We have clients come to us with a number of different and unique circumstances and the process of financial planning is not a one size fits all approach. Feel free to contact us for a no fee no obligation review of your existing investments to find out more.

You can do this easily on our website and it only takes a few minutes, although account approval can take between 1-2 working days.

You will collaborate closely with your account manager to determine the optimal asset allocation and individual investments for your portfolio. Alternatively, you can choose from our pre-built portfolios, designed to accommodate a variety of risk levels.

Yes, you can have as much or as little control over your portfolio as you like.

Fees and charges vary, we are not a one shoe fits all company, fees and charges will depend on the level of support you or your company require.