Advice Partnerships

A totally collaborative, professional approach.

Working with you

Our approach to your affairs is always collaborative, never competitive. In fact, many of our clients are referred to us by industry professionals who understand the value we can bring to their financial lives.

We’re the first to admit that we cannot be experts in every aspect of your financial affairs and recognise the importance of specialist input from your accountant, lawyer, broker and bank. By collaborating with these advice professionals who play essential roles in our clients’ financial lives, we can remove complexity and ensure a more effective and efficient delivery of your goals. And by working together, we can all develop a deeper understanding of your financial affairs and aspirations.

The collaborative approach

We’ll work with your accountant to make sure your tax affairs are in order, to minimise the tax you pay and to closely oversee your self-managed superannuation fund.

We’ll work with your lawyer to understand the complexities of your business – or even your divorce – and call on their skills when planning your estate.

And, if you wish, we’ll work with your broker or banker when trading shares or arranging loans. We value our independence and respect your choice of financial services providers.

Our experience has shown that a totally collaborative, professional approach allows us to explore every opportunity open to you – and leaves nothing to chance.

Let’s work together.

If you are an advice professional who thinks your clients may benefit from our services, we’d be delighted to discuss how we can work with you.