General Information

Wealth Planning

Specialist strategic advice can compliment an investment strategy.

Strategic Advice

Whether you are looking for a comprehensive financial check-up or an issue-specific solution, the Wealth Planning team can advise you on strategic and structural matters such as:

  • Planning for financial independence
  • Salary packaging and employee share plans
  • Gearing against assets
  • Evaluating different entity structures for investment
  • Retirement income streams
  • Managing redundancy / early retirement payments
  • Estate and succession planning
  • Tax residency issues
  • Determining appropriate levels of insurance
  • Choice of superannuation fund

Wealth Planning does not include product advice so you can be assured that our only motivation is helping you to achieve your goals and objectives.

We'd Like to Meet You

To arrange a meeting or find out more, please call us at +61 2 8205 4888 (Sydney) or
+61 3 9280 1808 (Melbourne). Alternatively, use our contact form and we'll contact you.

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Contact Us

To arrange a meeting or find out more, please contact us:

Joseph Azoulay

+61 3 9280 1792

Fraser Herd

+61 2 8205 4996

Sew Lee

+61 2 8205 4275

Michael Marr

+61 2 8205 4942


Alternatively, you can use our special form to request that we contact you.


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