We understand that high net worth individuals and family groups need unique advice.

Advice that is both personally tailored and structured to meet their diverse and complex needs. We can advise on succession strategies, the structuring of real estate assets, and transactions and estate planning.

Case Study – We go the extra mile for our time poor client

With limited time to manage their financial matters our client was looking for ongoing assistance.

Ongoing Services

In addition to standard accounting and income tax return preparation and the ongoing management of current taxation liabilities, we completed all Business Activity Statements as well as provided cash flow summaries of inward and outward flow of funds.

We ensured the timely payments and banking of the clients personal affairs, along with a regular review of succession planning and estate planning requirements such as wills, power of attorney and guardianship, advanced medical directives (all in consultation with the clients legal advisor) and the regular interaction with their financial advisor.

This was followed up by regular meetings to keep the client informed of all issues requiring attention.

Outcome

By regular contact Fogarty Partners dealt with matters promptly and recognised issues requiring attention in advance.