High Net Worth / High Income - strategies to achieve financial independence
You have a lot of decisions to make as your wealth is increasing from a business, inheritance or high paying profession. Your finances are difficult to understand and manage, whilst your family's financial security remains unprotected.
Whether you're on high income or have already accumulated wealth, at Planning Forward we provide tailored, personal advice designed to simplify the most complex needs and situations.
Typically we provide advice to people looking for sophisticated and personal professional advice with the intention of forming a long-term working relationship.
See case study
Business Owners and Family Business
Now that your business is successful, what next?
After attaining a level of wealth, you are uncertain how to grow, manage, safeguard and distribute this wealth.
Managing wealth creation and strategies across generations and family businesses can become complex and consuming.
At Planning Forward we're adept at building financial plans and structures for complete family units and entities including wealth and investment management, multi-generational wealth and estate planning that cater for the needs of each generation in the most tax effective manner.
See case study
Professionals and Specialists - smart salary packaging and tax planning
Life is busy, you are time poor and your finances are being adversely affected - detracting from time spent with your family and friends.
We have the resources, knowledge and solutions to provide professionals, specialists and executives with strategic advice in relation to salary packaging, wealth accumulation, taxation planning, self managed superannuation and retirement planning.
Planning Forward also has extensive experience in dealing with business succession, corporate shares and options planning and structuring.
See case study
Self Funded Retirees
Would you like to maintain some control over where your super is invested but would prefer your assets are managed by experienced professionals?
With such a large choice of retirement income streams and investment vehicles available, delegating this task to experienced professionals is a wise decision.
Planning Forward are specialists in the management of Self Managed Superannuation Funds (SMSF). Our comprehensive service begins with the development and design of a portfolio strategy and we provide ongoing portfolio management and technical advice on superannuation legislation.
Our unique and sophisticated portfolio administration technology enables us to manage personal portfolios with a focus on direct assets.
See case study
Estates and Trusts - comprehensive advice and management
Are you looking to outsource the complexity and function of managing your estate or trust to the experts?
Planning Forward are well experienced in the management of trust portfolios and estates for families and other groups, in conjunction with the trustees. Online portfolio access, transparent comprehensive reporting and active engagement provides trustees with the comfort and ease of monitoring trust and estate operations.
We also provide guidance on all aspects of trust operation to ensure that all regulatory requirements are met and that the appropriate strategies are in place for optimum performance of assets.
See case study