What we do
Our team of experts work closely with the family and its individual members to understand financial goals and priorities and create a plan that aligns with the family’s needs and vision.
We provide custom strategies, with deep expertise in various disciplines, including wealth planning, risk management and insurance, super and tax, debt advisory, estate planning, philanthropy and more.
Our integrated wealth advice and management capabilities include:
- Goal setting and financial planning
- Cash flow planning and management
- Wealth allocation, Investment strategy and portfolio construction
- Tax effective structuring for investment purposes
- Financing advice and lending solutions
- Superannuation and retirement planning
- Risk management and insurance
- Estate planning and wealth succession
- Philanthropic strategy and structuring
We work with our clients’ existing accountants and lawyers or we will introduce them to professionals from our network of specialists who we believe can best meet their needs.
“Our team prides itself in building the right pathway for clients to not just create wealth, but to preserve it for future generations. We value deeper conversations with our clients to gain a better understanding of what they ultimately want to achieve now and into the future. Educating along the way, guiding, and partnering with our clients is crucial to enhancing their experience and ultimate outcomes”.
Partner
Why We Are Different
We have purposely built a specialist team with the breadth of experience that can help serve the complex and different needs of our clients.
We focus on building trust and long-term relationships with multiple generations and work closely with other professionals so that we always sit on the client’s side.
By partnering with advisers who embrace the integrated model, we enhance our ability to deliver comprehensive and cohesive services. This collaboration involves continuous communication and coordination among specialists to provide a unified strategy that addresses all facets of family wealth.
Lead Partner
Maria Paonessa
Maria has over 30 years of experience in wealth advisory and management. She develops strategies and advises on wealth structuring, superannuation, philanthropy, estate and succession planning, risk management, insurance, and cash flow management. Maria ensures clients receive tailored, strategic advice to manage and grow their wealth effectively. Her role as Head of Wealth Planning at a large investment manager and hands-on experience in a family office enhance her ability to provide comprehensive wealth management solutions.
