Helping you achieve your bigger picture objectives...
Most people have bigger ambitions than simply working to live. These ambitions often involve family and financial freedom.
Thinking ahead can be daunting, but it doesn't have to be.
As everyone's objectives are different we don't pitch a one size fits all solution.Hit the book a meeting button below and come in for a 100% obligation free meeting with our friendly team.
We look forward to meeting with you.
Trusts & Asset ProtectionAchieving your financial and lifestyle objectives requires a strategic approach to wealth creation. |
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Family Trusts are increasingly being set up to protect and preserve assets for their future generations. In many cases establishment of appropriate structures also enables tax optimisation. It is important to consider the big picture and your long term objectives when forming a Trust of any kind. Choosing a Trustee is a critical decision because, as a Settlor, you have sold your asset(s) to the Trust and have given up ownership to the Trustees. Anyone over the age of 20 years and sui juris (of normal mental capacity) can be nominated as trustee, however, it is often a good idea to have at least one professional person, such as an accountant or lawyer, as a trustee. Lindsay Dey is a Professional Trustee for many of our clients' Trusts. |
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Personal AccountingSimplify your accounting processes and stay on the right side of the IRD. Plus, claim any refunds you may be due. We take care of all the paper work. |
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Our team provide professional Chartered Accounting services for numerous individuals, including a number of professional athletes and self employed sole traders. Effective management of your financial information can save a lot of time and stress. We have a number of simple solutions which will help. |
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