Executives can often have a unique set of planning requirements that require particular expertise to ensure that they maximise their financial position. Our services will help you to:

  • Compare the financial impact of alternate employment offers;
  • Provide advice on packaging options within your remuneration package;
  • Provide specific advice on equity based employment incentives such as Employee Share and Option schemes;
  • Review the potential financial impact of contract severance, bona-fide redundancy or ex-gratia payments;
  • Provision of Managed Discretionary Account Services, particularly where you have statutory restrictions on your investment abilities (such as directors of publicly listed companies, government ministers and executive officers).