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We exist because we understand the successful individual and families are dealing with, and we have the experience and expertise to guide them.

We specialise in Retirement Planning, Investment Advice (including real estate), Wealth Transfer, Superannuation Advice, Tax Optimization for Baby Boomers & Generation X

The challenges that successful individual and families face are:
Busy with work and need help
Don’t want stock standard advice
Implement tax strategies
Don’t want to speculate investments

Successful individual and families want an holistic approach service and are not merely seeking advice:

•Wealth creation done in a sustainable approach for longevity
•Asset protection and structuring
•They have a business and commercial interest not just seeking stock standard advice
•Intergenerational wealth and passing it on to the right people
•Having big picture communication and conversation, not just bombardment of newsletter updates
•Access to the whole panel of experts for research, tools and expertise

Contact Person
Ron Malhotra