Women with Wealth

Your wealth. Your decisions. Your future.

There are many different ways women come to manage significant wealth.

You may be an entrepreneur who has built a successful business, a senior professional who has accumulated substantial assets, or the custodian of family wealth.

Or perhaps life has changed unexpectedly.

You may have received an inheritance or become the beneficiary of a deceased estate. You may be going through a divorce and need to understand your financial position as you begin the next chapter of your life. You may have lost a partner and suddenly find yourself responsible for financial decisions that were previously made together.

Whatever your circumstances, our role is to help you understand what you have, what is possible and what you should do next.

How we can help

Depending on your circumstances, your financial plan may include:

• Investing a significant cash balance or inheritance

• Building and managing a diversified investment portfolio

• Superannuation and retirement planning

• Tax-effective investment strategies

• Advice around the financial implications of divorce or separation

• Structuring wealth across personal investments, superannuation, companies and family trusts

• Property and debt strategies

• Protecting your wealth and your family's financial future

• Estate planning and generational wealth strategies

• Financial modelling to help you make major life decisions

• Working alongside your accountant, lawyer and other professional advisers

For women with more complex financial affairs, our Family Chief Financial Officer Service provides a comprehensive approach. We can coordinate your financial world and work with your other professional advisers, helping you make informed decisions without having to manage everything in isolation.

More than managing money

We believe good financial advice starts with understanding what you want your wealth to do for you.

That might mean creating financial independence, growing a business, retiring on your terms, helping your children, travelling more, protecting family wealth or leaving a meaningful legacy.

We start with your Life Plan, then build the financial strategy around it.

How you'll feel

Financially organised, confident in your decisions and in control of what comes next.