Professionals & Executives

Planning Partners provides tailored advice to professional employees and executives. These clients often require advice in the following areas:

CASHFLOW MANAGEMENT
We review your income and expenditure patterns and identify areas where cashflow may be isolated for wealth creation or debt reduction purposes.

WEALTH CREATION STRATEGIES
We devise wealth creation plans which are tailored to your particular financial goals and involve a combination of investment, debt management, tax and superannuation strategies.

DEBT MANAGEMENT
We work in conjunction with independent Finance Consultants to ensure appropriate structuring of your personal and investment debt.

PORTFOLIO MANAGEMENT
We provide portfolio advice on a wide range of investments including direct equities, professionally- managed funds and fixed-interest investments. We can also provide you with access to direct property investments through our strategic alliances with Buyers Advocacy and Property Management firms.

EXECUTIVE SHARE AND OPTIONS PLANS
We provide advice on finance, taxation and investment issues associated with exercise and sale of company shares and options.

RISK SERVICES
Our in-house Insurance Specialist provides advice on a complete range of Personal Risk products to protect you and your family in the event of medical catastrophe or premature death.

ESTATE PLANNING
We provide comprehensive advice to ensure that your assets are protected and distributed in accordance with your wishes upon death. We work in conjunction with Estate Planning solicitors who prepare legal documents including Wills, Powers-of-Attorney and Trust Deeds.

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