High Income and/or Asset Clients

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Clients with High Income and/or Assets generally experience significant benefits from Financial Advice. When clients have a greater surplus cashflow and assets, there are typically more financial advice strategies available to us to, which means the benefits can be greater. 

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We typically consider a high income and/or asset client as one with household incomes of greater than $300,000 per annum and/or investable assets (including superannuation) of more than $750,000. 

We often work with high income and/or asset clients by:
 

• Creating a 'surplus cashflow' strategy to benefit from compounding returns, in a tax effective manner. 
   

• Assisting with tax planning and identifying opportunities to minimise tax.  
   

• Providing our clients with time back in their week by allowing them to delegate their personal financial planning analysis to us.   
   

• Protecting the assets which our clients have worked very hard to build. 
   

• Helping them define and achieve their ideal life. 
   

• Assistance with any other tax or business structures they may have, such as SMSFs, businesses and family trusts.