Select the option that represents you, then book a chat.
We'd love to help everyone however based on our highly personalised and comprehensive approach, we work best with following types of people and situations.
High income
professionalSuccessful
business ownerSubstantial lump sum, savings or investmentsHNW individual
or familyOtherPre-retiree
professionalSuccessful
business ownerSubstantial lump sum, savings or investmentsHNW individual
or familyOtherPre-retiree
Pre-retiree
45+ and wanting to plan for retirement.
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High income professional
Singles earning $150,000+ and couples earning $250,000+
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Lump sum, savings or investments
$200,000 or more available to invest.
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Successful business owner
A profitable business that generates significant income or equity for the owner/s.
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High-net-worth individual or family
Substantial financial assets, typically exceeding $2 million in cash and investments.
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Other
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