Advisory
Advisory
ədˈ vaɪz (ə) ri
of, giving , or contain advice, having the power or duty to advise
BESPOKE ADVICE
Not a one-size-fits-all offering.
Family Wealth Advisory is not a one-size-fits-all offering. We take pride in being able to build a range of strategies tailored to our clients' requirements. No two families are alike.
INVESTMENT ADVISORY
Investment recommendations across all asset classes to achieve your short, medium and long term financial goals
The investment recommendations will be structured around optimising returns, preserving wealth whilst managing your tolerance for volatility and risk. To implement the investments, we provide multi-asset and multi-currency solutions with insight and execution capabilities across global markets, supported by comprehensive administration and reporting via an online portal for all clients.
As your advisor, we act as guardian of your financial wealth making recommendations on the levels of investment in each asset class. We then engage the best money managers in each asset class to achieve the returns needed for you over the long run. With institution-level access through our network of brokers, we are able to offer our clients the highest level of service, whilst maintaining our independence in advising you on wealth strategies.
CASH FLOW MANAGEMENT
Cashflow lies at the heart of a financial plan.
Family Wealth Advisory believes a family’s cash flow lies at the heart of a financial plan. We love building financial strategies to harness the power of a family’s cash flow, eliminating debt and building wealth, enabling the family to live the life they desire.
TAX PLANNING
Comprehensive review of the tax implications of strategies.
No wealth plan, be that preservation, maintenance or transition, can be considered effective without a comprehensive review of the tax implications of that strategy. Our professional network enables us to deal with these issues, from basic superannuation, trust and tax to international or multi-jurisdictional issues.
SUPERANNUATION AND RETIREMENT PLANNING
Creating family-centric investment structures.
Superannuation forms an important part of our families retirement strategies, providing a very tax effective way to grow and build family wealth as well as providing an income stream in retirement. Rules around superannuation are complex and we work with our families to maximise their superannuation opportunities, whilst balancing their need for liquidity, tax planning and asset protection along the journey.
CONSOLIDATED WEALTH REPORTING
Meaningful advice delivery through timely and comprehensive reporting.
A true 'whole balance sheet' view of the world enables us to report to clients on all of their assets, from personal and investment properties to private equity to debt, to shares and exchange-traded funds. This is a powerful and often overlooked area, which promotes and enables pro-active, meaningful advice delivery through timely and comprehensive reporting.
RISK MANAGEMENT
Risk management and mitigation is a core focus.
For many clients, preservation of wealth is paramount. As such this is often an issue dealt with before consideration of investment strategy and returns. Risk management and mitigation is a core focus of our firm.
COMPLEX ESTATE AND INTERGENERATIONAL WEALTH PLANNING
An individually-tailored strategy
The issues of a modern society and structural complexity make intergenerational wealth transfer a crucial and complex issue for affluent families. Family Wealth Advisory possesses the expertise and experience to craft an individually-tailored strategy which takes into account family, structural, jurisdictional, legal, tax and associated issues.
Family Wealth Advisory prides itself on this specialised, core capability.
"We have now engaged Family Wealth Advisory to manage and grow our superannuation funds and feel as though a weight has been taken off our shoulders. The advice and excellent service we have received exceeded our expectations and we finally have a realistic plan in place to manage and grow our wealth now and in the future, while maintaining our desired standard of living.
Thank you Michael and the FWA team."
Bruce and Liz Guthrie
Family Wealth Managed Portfolios, Quarterly Updates
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