EXECUTIVES

Over many years of working with Senior Executives and Company Directors we have learned that you have some unique characteristics and challenges:

• Most of your time and focus is spent on your corporate career.
•  As a result you are often time poor when it comes to looking after your own personal financial affairs.
• You are usually a high income earner, but with limited tax deductions pay a lot of tax.
• You may be eligible for employer shares, options and other executive benefits.
• You may have restrictions on trading employer shares/options or specific shares of companies you work with.
• You often carry a high amount of personal debt.

Building a successful career can be rewarding in many ways, however without smart financial strategies, financial success will be harder to achieve. We can provide solutions:

• Looking after all your commercial and residential finance needs – we make sure you have the most appropriate solution at a very competitive rate. Through our finance arm, Arbitrage Private Clients, you can rest assured that we are across available solutions in the market.
• Protection of your most important assets – you, your good health and your ability to keep earning income
• Utilising your pre-tax income to build wealth 
• Correct structuring of lifestyle and investment assets
• Using flexible, tax effective and tailored wealth creation vehicles (e.g. SMSF, Trusts)
• Coordination between your professional advisers (banking and finance advisers, wealth advisers and accountants)