FINANCIAL ADVICE
Once committed we then analyse the client's situation in depth and prepare an advice document known as a Financial Structure report. This report does not provide any advice on individual investments or product. It focuses on five key financial outcomes: cash r eserve; income; capital growth, taxation and government entitlements.

The report outlines the most appropriate steps that clients should take to ensure that they accumulate sufficient wealth and/or provide an income stream while minimising taxation to the extent permitted by law. The outcome is a series of financial initiatives that represent, in our view, the most efficient financial structure for achieving each client's unique financial objectives.

The Financial Structure report is usually presented during the second consultation. Often the report is presented in draft format to ensure that the client has significant input in the eventual outcome. The report may be finalised during the consultation or alternatively we may use part of the third consultation to once again go over the recommendations to ensure the client's precise needs are satisfied.

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