Building and protecting wealth requires thoughtful planning, clear strategy, and advice you can genuinely trust. We help create tax-effective structures, strengthen asset protection, establish and manage SMSFs, and design intergenerational wealth plans that reflect your values and long-term goals.
Wealth
Management
Whether you’re planning for retirement, supporting family, or thinking about the next generation, we provide practical, honest guidance that safeguards your assets, legacy and supports a strong financial future .
How we’re different
We focus on people, family dynamics, and values — with the law and strategy built around them.
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Clear, warm communication: We explain structures and strategies so you feel confident and informed at every step.
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Relationship-centered planning: We take time to understand your story, your priorities, and what “financial security” means for you and your family.
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Holistic and strategic: We consider tax, asset protection, succession, family law risks, and long-term governance — not just the structure itself.
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Collaboration: We work collaboratively with accountants, financial planners, and investment professionals to ensure your wealth plan is cohesive, sound, relevant and future-proof.
Our Wealth Management Services
We assist clients, families, and trustees with comprehensive wealth planning, including:
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Intergenerational transfers
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Wealth protection
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Legacy & succession planning
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Governance review and advice
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Private Ancillary Fund establishment & registration
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Public Ancillary Fund establishment & registration
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Charitable Trust establishment
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Deductible gift recipient advice
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Family law asset protection advice
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Superannuation splitting advice
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Binding Death Benefit Nominations
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SMSF deed upgrades
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SMSF change of trustee
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Bankruptcy advice
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LRBA / super borrowings
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Pension documentation