Executive Financial Planning

Many of our clients are still accumulating substantial wealth from their employment, businesses and professions. However, all of our clients are eager to know whether or not what they have already accumulated, or expect to acquire, will be adequate to comfortably achieve their goals.

We guide our clients to reliable solutions in the following areas:

  • Investment planning
  • Personal debt management
  • Retirement and KiwiSaver planning
  • Estate, charity, and gift planning
  • Personal risk management
  • Executive compensation and benefits planning
  • Single share and concentrated portfolio unwinding
  • Property risk
  • Income tax planning and preparation
  • Education funding
  • Share option planning (if a publicly traded firm)