Senior Executives

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Many of our senior executive clients are Chief Financial Officers or Chief Executive Officers who are very well paid, but invariably time poor. While there’s a great understanding of how to run a business, most senior executives simply don’t have the time to dedicate to reviewing their own financial situation on a regular basis. We assist by undertaking a complete independent financial review, acting as your Personal CEO to ensure your financial choices are aligned with your most important goals and values. Our service includes:

  • a structured three-meeting process with specific themes of managing risk, measuring progress against goals and a complete recut of your strategies and plan every year
  • advice on Investments, Financial Planning, Estate Planning and Insurance
  • advice on overseas pensions funds and investments
  • advice on education funds for children
  • advice for optimal tax outcomes

Personal CEO Finances In Order