LEGAL PROFESSIONALS

 

Over many years of working with legal professionals we have learned that you have some unique characteristics and challenges:

  • Most of your time and focus is spent on your legal 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.
  • As a legal professional, you may have limited or no options to use tax efficient entities or structures through which to run your business.

Building a successful legal 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 adviser team (banking and finance advisers, wealth advisers and accountants)

Contact us

4 + 3 =