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Are you a high net worth individual?
You have a diverse asset portfolio that can be demanding to look after. You’re having to:
- 〉 Make sure you stay compliant and follow regulations
- 〉 Manage and track your investments and income
- 〉 Plan to administer and minimise your tax liability
You understand the importance of investing in good professional advice.
But you’re just not getting it from your current advisors.
Perhaps it seems that you’ve outgrown your current accountant or they’re just too big to care.
Sound like you? Then read on
We know that managing asset portfolio is complex and regulation is constantly changing. It’s important that you have an accountant who can advise and support you, who can be there when you need them and be proactive in managing your affairs.
That’s why we’ve developed a modern firm able to support you in today’s complex environment. As a client of MWM Advisory you’ll get:
A team of experts assigned to your file
You get access to a team of highly experienced, qualified and dynamic professionals to support you. Instead of just being reliant on one person you get a team of experts assigned to your file. They know your situation and can support you with want you need, enabling you to get things done quickly and effectively. This includes:
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Company Director
To provide, big picture strategy for tax planning, asset protection, business advice and support.
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Client Manager
A highly experienced and qualified expert who oversees the day-to-day management of your file and supports you and your team as required.
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Client Service Co-ordinator
Assigned to your file to support you with administration and compliance issues that arise with your business.
Access to a wide range of services
Where you get access to a wide range of services to help you, including compliance, tax & CGT planning, investment reporting, asset protection, financial planning and estate planning.
Every one is different and the best way for you to identify what services you’d benefit from is for us to review your situation with you.
A return on your investment
Our focus is on getting you a return on investment from our services. We’re not the cheapest accountant, but our services are set up to give you value for money and to improve your financial position.
We also offer fixed-fee support package in our suite of pricing options.
Your investment is our services are fixed so that you know exactly what you’ve agreed to before any work is carried out. To help your cashflow you can also pay monthly and avoid large end-of-year accounting bills.
As part of this fixed fee, we also provide you unlimited access to our entire team for advice on ad-hoc matters by phone or email. If the issues raised require research and analysis beyond the phone call or email, we will provide a fixed-price quotation before any additional work is done.
Of course, fixed fees aren’t for everybody and we also continue to offer traditional time-based billing if you prefer.
Next step
The best way to find out if we can help is for you to come and meet up with one of our directors. They’ll complete a complimentary review of your situation to see where you need help. They’ll also review your situation to make sure you’re setup to minimise tax while protecting your assets and maximising your income.
Call 07 5596 9070 now to book or to find out more about how we can help.
