Responsible for managing significant family wealth

Managing significant family wealth

Some of my wonderful clients are responsible for stewarding and preserving their family’s wealth. With dedication and planning, they seek to build a solid financial foundation for multiple generations of their family.

  • We provide you with investing expertise and sophisticated strategies
  • You will receive compelling investing insights on asset allocation, investment strategies, market dynamics and wealth management
  • We ensure you can live your retirement confidently with a wealth portfolio that provides your family with a long term income stream
  • We provide advice on a range of investing vehicles and are recognised experts in Self Managed Super funds
  • You will have peace of mind that your wealth be passed onto your family in the most tax efficient way

To arrange a confidential initial discussion:

Call 02 8084 0453 ►  Email me ►  How much does it cost? ►

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Tim Mackay Awarded Qualified Financial Planner

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