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 to focus on what they are good at and enjoy by allowing them to delegate their personal financial planning analysis to us.   
   

• Protecting the assets which our clients have worked very hard to build through structures, insurance and buffers. 
   

• 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.