Common challenges our
independently wealthy clients face

Some of the services we provide to our independently wealthy clients

• What are the best investment strategies for growing wealth?
• How do I create passive income?
• What is the most tax efficient way for me to manage my wealth – both now and in the long term?
• How is my wealth growing or shrinking; how will my plans over the next six months/2 years/10 years impact my wealth?
• How do I ensure that I generate enough income during my retirement
• How do I ensure that my wealth is successfully transferred to my family?

• Financial reviews and regular wealth statements
• Cash flow monitoring and management
• Leveraging and net worth monitoring
• Asset diversification
• Tax effective wealth creation plans and wealth protection strategies
• Estate planning and inter-generational wealth transfer plans
• Financial planning services via Knight Financial Advisors
• Superannuation services via Simplex Superannuation Services