Building, explaining, and implementing the best ideas to grow and protect your wealth
As a financial adviser who also is a Chartered Accountant I am able to provide a unique offering to clients that not only incorporates the strategic advice fields of wealth accumulation (both inside and outside of superannuation) and wealth protection, but also has a comprehensive technical tax overlay that ensures that all of my clients receive the most appropriate advice to both build and maintain their wealth and importantly do it in the most tax efficient manner. My extensive experience in dealing with both small and medium business clients also allows me to provide personal financial advice whilst understanding the interaction of my client’s personal positions with their often complicated trust, company and self managed superannuation fund entity structures.
The service offerings of the business are structured so that long term professional relationships can be built and easily move through the different financial stages of life and are structured such that a pre-agreed fee for service is determined based on the level and complexity of work involved.
The business will be structured to have a limited number of clients and will not grow for growth’s sake, but rather continue as a boutique operation that can provide high levels of service at a reasonable price.
As far a logo and corporate identity goes, I think it would be nice to be modern colours and an upbeat feel. Maybe a little funky as my wife puts it. Ideally it’d be good if the logo could also work on different backgrounds if required.