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Strategic  Advisors

Strategic advisors for Entrepreneurs, Professionals, Company Executives, International Dealings, Family Offices, High Net Worth Family Groups and “Wealthy in Training”.

Who are our Valued Clients

Our Services

Entrepreneurs

We have significant skills to add value to entrepreneurs and start-ups - structure, capital raising, tax optimisation, governance - looking beyond the immediate and navigating optimal pathways to success.

Family Office

In our view, the Family Office requires far deeper advice than just wealth management.  It needs to understand the family culture, it’s family attributes and purpose.

Professionals

Our approach to “challenge the accepted” is vital when thinking of the BEST enduring results for a professional.

Company Executives and Directors

Carve out time to get your house in order.  Set meeting times in your corporate diary and don’t change those meeting times unless it is a crisis.

High Net Worth Family Groups

Strategic well-crafted objective based advice sits at the core to advising clients who either earn a considerable income or who have accumulated considerable assets.

International Connections

A very significant part of our practice involves international cross boarder clients and transactions.

Contact

Contact Us

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 Address. Level 2, 161 Collins Street, Melbourne, Australia. 3000

Tel. +61 3 8609 2004

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