Caring - We are here to help you regardless of your current financial position and we will treat you no differently to our other clients regardless of their financial status!
Affordable - We want more people to experience what the high net worth individuals assume, so we price our services to reflect this statement. We would rather do the job for less than not help you at all!
Knowledgable - The team has people with experience in providing advice since 1987 and licenced in Tax, Property, SMSF Services, Aged Care, Debt Advice, Estate Planning and more!
Trustworthy - That’s our reputation and reflected by our long-standing client relationships. We can refer you to clients that have been with us over 20 years to reassure you about our integrity and commitment to our clients before our own interests!
What Does That Mean To You?
Family Office or Home Office services are normally limited to the Ultra High Net Worth Individuals. The reality is that most people require quite a wide scope of advice including Financial Planning, Investment Advice, Taxation Advice, Property Advice, Australian Super Advice, Estate Planning Advice, Family financial dispute advice, including more specialised advice such as business advice, migration advice and commercial tenancy advice.
Unfortunately, most people don’t think they can afford or are just confused about what their need to know and quite frankly all people wonder whom they can trust to deliver the advice regardless of the cost!