Personal CFO approach
Many leading Australian organisations have engaged Finovia to deliver Executive Financial Strategies to their senior management teams.
Our experience shows that the demands of a senior executive role mean that many individuals neglect their own personal financial arrangements. They are aware that their finances could be more effectively structured, however they lack the time (and sometimes the expertise) to plan the necessary changes and are simply unable to keep up to date with the frequent changes to superannuation and tax rules and regulations.
Finovia’s personal CFO approach is a complete wealth management service that addresses financial, legal and taxation issues regularly experienced by senior executives to optimise their financial outcomes:
- Identification of financial goals and objectives
- Strategy design and development
- Long-term cash flow and retirement income projection planning
- Structuring of trusts and/or self managed superannuation funds
- Company share options
- Overseas investments
- Complex tax affairs - including expatriate issues
- Estate planning
- Aged care advice (for their parents)
- Philanthropic structures
