Is this you?
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Jet setting retiree
Living your dream retirement, you want certainty that the wealth you worked incredibly hard for is managed in your best interests.
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Established in private practice
You are either breaking through professionally and developing your practice or have an established practice building meaningful wealth.
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Company head or division director
The mortgage and kids' education is under control and you want to transition towards your dream retirement. You seek a fellow professional as your trusted advisor.
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Business owner exiting their business
You plan to exit your business via a listing, private equity or trade sale. You seek to partner with a recognised expert in structuring, investing and tax.
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A financially fabulous woman
A corporate high flyer or successful entrepreneur, you seek advice from the best – Australia’s Financial Planner of the Year, Claire Mackay.
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Responsible for managing family wealth
You may have the responsibility of managing an inheritance, managing your aging parents' wealth or best positioning your family should something happen to you.