I provide outsourced wealth administration and bookkeeping services for high net worth individuals who wish to invest their time in the more rewarding areas of life.
I reconcile bank statements with an eagle eye. I ensure your bills are paid on time. And I can take care of all your filing and recordkeeping. Everything a good bookkeeper should do.
Buy a property on the weekend? Time to sell an investment? Setting up a new portfolio? Then let me manage your transactions – and deal with the relevant parties – from beginning to end.
Think of me as the ‘hub’ of your advisor network. I liaise with your bankers, brokers, insurers, lawyers, accountants and financial planners to simplify your financial life. Your partners are my partners.
Properties, shares, superannuation and more. I provide transparency and clarity into your financial position – to give you the simple snapshots you need.
Let me take care of your mailbox and inbox. I can open, resolve and file all your bills and statements – and filter the ‘junk’ too. You can have as much or as little involvement as you like.
My partnerships go beyond simple assurances – whether it’s with you or one of your advisors.
They’re underpinned by open communication, a mutual understanding, clear objectives and responsiveness at every stage.
|Fund managers||Insurers||Lawyers||Property managers|
True success is about knowing your limits and playing to your greatest assets. I don’t do it all, but I get it all done – with diligence and obsession-to-detail.
Financial planning and advice