Senior Executives

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ARE YOU WELL PAID BUT TIME POOR?

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