Details.
Personalised, hands-on financial advice for people approaching preservation age. Advice can cover reducing working hours without reducing income, maximising pre-tax and post-tax contributions, protective structures, investment choices, ATO compliance, asset accumulation and preservation, liability management, corporate advice and succession planning, capital gains tax strategies, superannuation contribution strategies, financial reporting, income tax returns, and insurance liability and risk management. Suitable for high-net-worth individuals and family groups, sophisticated individual investors, business owners, senior executives, and professionals.