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.
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.
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.