Can you relate?
At Swinbourne Wealth & Protection, we work with time poor executives/senior management, business owners and industry experts who often face these challenges:
- Assets and finances aren't well-organised or effectively managed.
- Dealing with complex issues like blended families, various investments, businesses, trusts, or caring for elderly parents.
- Small business owners in partnerships without a backup plan for unexpected events.
- Business owners lacking a clear exit or future plan for their business.
- Overwhelmed by the responsibility of managing family wealth.
We're your financial ally, always looking out for you with practical, straightforward advice. We simplify and streamline your financial world, helping you make the most of your wealth.
Professional on the path for an early retirement
At the peak of your career, you understand the value of time. You might be comfortably set for a traditional retirement, but why settle for just 'okay'? We specialise in turning 'okay' into 'outstanding'.
Our clients are discerning professionals, often juggling high-responsibility roles with complex personal lives. They seek more than just financial security; they aim for a future where work is an option, not an obligation.
We understand the intricate dance of managing careers, substantial assets, and the delicate balance of family finances.
Our expertise lies in developing a financial strategy that safeguards your wealth and grows it, ensuring your hard-earned money isn’t just sitting idle but actively working towards your early retirement.
Business owners looking beyond the balance sheet
We understand the sweat and tears that go into building a business. Our goal is to ensure that your family reaps the benefits of your dedication, regardless of life’s unpredictability.
We specialise in creating tailored exit strategies, comprehensive tax planning, and asset protection, ensuring that your business thrives and your personal estate is secured.
We facilitate crucial conversations, preparing for the unforeseen – from illness to partnership dynamics – and ensure your business is not just profitable but also saleable and secure. Our strategies are about giving you peace of mind and the freedom to pull back or step away on your terms, knowing your personal financial life is protected.
Managing family wealth - Your family
At Swinbourne Wealth & Protection, managing family wealth is more than a financial exercise; it's about honouring and continuing your legacy.
As your family CFO, we offer a unique blend of traditional values and modern financial acumen. Our expert team works hand-in-hand with your legal, mortgage broking and accounting professionals, ensuring your wealth is structured optimally for both the present and future.
We prioritise trust and discretion, understanding the intricacies and sensitivities of substantial wealth management. Our commitment is to make your capital work as diligently as you have, securing not just your future, but that of your family's legacy.