Private Client

The issues facing private clients can be as complicated as those of a large corporation. Given the existence of many rules in relation to taxation matters, such as superannuation, family trusts and private companies, tax rules can be a significant impost.

What we do

We work closely with private clients to ensure all aspects of their personal affairs are managed effectively and responsibly.

Our private client advisors specialise in providing advice to individuals, including high net worth individuals, owner-managers of businesses, entrepreneurs, and company directors of private or public companies.

A personal adviser manages your account with specialists in accounting, tax and trusts and estate matters coming together to provide an integrated solution tailored to your needs.

Our financial planning arm is also available to provide personalised financial advice.

Talk to us

Contact:

Scott Arnold
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Richard Woods
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T: + 612 9951 5400