What we do
Specialist Wealth Advisor providing personal wealth management advisory services. Strategies include cash flow structuring, investment portfolio construction taking into account tax implications and opportunities, local and global superannuation strategies, asset and risk protection, personal and business succession and charitable structures.
Stacey has been providing advice to globally mobile executives for more than 20 years on maximizing the financial success of their offshore assignments through strategies before departure, whilst offshore and importantly planning return. The inbound opportunity to assist investment migrants through the Significant Investor Visa program draws on cross jurisdictional expertise and cultural awareness.
Who we help
Working with other internationally connected accountants, lawyers and migration professionals, Stacey assists senior executives, business owners and wealthy families who have cross jurisdictional wealth management needs and value a trusted advisory relationship.