University Sector Executives

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JUST LIKE UNIVERSITY, WE APPLY RIGOUR AND DISCIPLINE TO OUR FINANCIAL SERVICE

Life as a university senior executive can be all consuming, which makes reviewing your financial choices at a deeper level, in a way that aligns with your most important goals and values in life, near impossible. But the difference this can make to your life is enormous.

We can assist by undertaking a complete independent financial review, applying rigour and discipline to the process 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 pension funds and investments
  • advice on education funds for children
  • advice for optimal tax outcomes

Bring Academic Rigour to your Personal Success