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OUR CLIENTELE

Delivering tailored,
debt-driven financial
strategies to accomplished professionals.

    • Remuneration Structure – We ask less questions, because we understand your pay structure and income trajectory.

    • Managing Personal Risk – Loan structures that consider your professional risk and asset protection.

    • The Nature and Structure of Equity - We understand equity partnership arrangements, ensuring you get an optimal borrowing outcome.

    • Multi-entities - We understand multi-entity structures and why they exist (tax /asset protection).

    • The mechanics of business – As MBA qualified directors, we take the time to truly understand your business and the decisions you’re making.

    • Unconventional thinking that delivers better results - We think outside the square to provide a wide range of debt structuring options.

    • Remuneration Structures – Base, Bonus, Equity and every variation. We understand the most complex and varied income streams.

    • Personal Risk Management – Loan structures that consider your professional risk and asset protection.

    • Career Advancement – We focus on the future, adapting your financing arrangements as your roles, career, and income sources evolve.

    • Public vs Private - We understand the balance you might be seeking, and how your finances need to be structured in order to prepare.

    • Tax Efficiencies - We consider debt recycling strategies that change your financial life by eliminating non-deductible debt sooner. 

    • Personal Risk Management - We focus on loan structuring with asset protection in mind.

    • Access to high-net-worth solutions – We arrange direct access and collaboration with private banks, for seamless financial management.

    • Focus on service – We serve as your trusted confidant, maintaining an active partnership with your private bank as your relationship adapts to your changing needs. 

    • Focus on financial performance – Eternally connected, we’ll ensure that your bank remains financially competitive and putting the
      right solutions in front of you.

    • Remuneration Services – We ask less questions, because we understand
      your pay structure and trajectory.

    • Managing Personal Risk – Loan structures that consider your professional
      risk and asset protection.

    • The Nature and Structure of equity - We understand equity partnership
      arrangements, ensuring you get an optimal borrowing outcome.

    • Multi-entities - We understand multi-entity structures and why they
      exist (tax /asset protection).

    • The mechanics of business – As MBA qualified directors, we take the time to
      truly understand your business and the decisions you’re making.

    • Unconventional thinking that delivers better results - We think outside
      the square to provide a wide range of debt structuring options.

    • Remuneration Structures – Base, Bonus, Equity and every variation.
      We understand the most complex and varied income streams.

    • Personal Risk Management – Loan structures that consider your professional
      risk and asset protection.

    • Career Advancement – We focus on the future, adapting your financing
      arrangements as your roles, career, and income sources evolve.

    • Public vs Private - We understand the balance you might be seeking,
      and how your finances need to be structured in order to prepare.

    • Tax Efficiencies - We consider debt recycling strategies that change your
      financial life by eliminating non-deductible debt sooner. 

    • Personal Risk Management - We focus on loan structuring with asset
      protection in mind.

    • Access to high-net-worth solutions – We arrange direct access and collaboration
      with private banks, for seamless financial management.

    • Focus on service – We serve as your trusted confidant, maintaining an active
      partnership with your private bank as your relationship adapts to your changing needs. 

    • Focus on financial performance – Eternally connected, we’ll ensure that your bank
      remains financially competitive and putting the right solutions in front of you.

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