Scope

• Planning personal, lifestyle and financial goals
• Cash flow management
• Debt management
• Risk management and asset protection
• Saving and wealth creation
• Tax-effective strategies
• Retirement planning
• Estate planning
• Repatriation planning
• Asset preservation
• Wealth transference.

General

• Australian superannuation strategies
• Investment strategies including asset and currency allocation
• Multi-currency investment
• Alternative and structured investment
• Debt strategies.

Product specific

• Government and corporate bonds
• Equity derivatives
• Leveraged investment products and enhanced yield investments
• Cash management
• Dual currency investments
• Global fixed income
• Structured investments
• Mutual funds
• Debt capital market (DCM)
• Global equity
• Commodities
• Estate planning solutions
• Insurance solutions.

Strategic partners

• Family, testamentary and discretionary trust services
• Multinational taxation advice
• Insurance strategies
• Offshore pensions.