People who have come into Old or New Wealth.
Our high portfolio value clients have a portfolio of assets (not including the family home) over $2,000,000 or are seeking independent financial advice so that they have over $2,000,000 one day.
The key challenges in their lives include:
- How do I ensure my money is invested wisely?
- How much can we spend on lifestyle each year?
- How do I make this money last our lifetime without taking excessive risks?
- Am I doing everything I can to legitimately keep certain costs such as fees and taxes to a minimum?
- How much can I help out my kids in the future/pass on assets in an efficient manner?
- Can the financial complexities in my life be simplified?
Our clients refuse to pay for complex expensive investment solutions for the following reasons:
- It is it too complex to understand how can you trust it is performing as you need it too
- Experience through recent downturns shows transparent and liquid investment should be the backbone of your strategy
- Complex usually includes a nasty surprise in tax or non-deductible costs or a loss of franking credits
- We recommend direct property as a part of portfolios
- If you knew you could capture the market returns, with reduced risk at almost no cost – why not lock it in?
Our clients understand that it makes more sense to engage an adviser they can trust. We need to have a hard and deep conversation to establish this trust.
Our Process
Allan Moore
Business Adviser
Allan specialises in maximising the chance you can achieve your lifestyle goals. If you have a complex financial problem the goal is to help you understand the alternatives, build your own personal strategy, and take action.
Allan started life with a Bachelor of Business and completed a traineeship opening Sanctuary Cove, QLD – including opening one of Australia’s first boutique brewery’s in 1986. He also worked for Ansett Airlines organising Superannuation choice for staff, and it included exposure to Treasury.
With extensive business experience and a practical commercially minded approach Allan enjoys working with: Business owners; Ladies - who look after their own finances, and those of their extended family; People who have come into old and new wealth; Entrepreneurs and Artists.
You expect a trusted adviser to excel in advice on structures and investments, in addition Allan has the industry leading property specialist software and also has his own small charity. Putting money where he believes it can make a great difference. It is this wide knowledge, based on experience that allows him to listen and assist you – in ways you might not have thought of.
Personally he surfs every weekend with his 4 children and friends, enjoys ballet with wife and daughter and soccer with his sons.
“Wealth is the ability to fully experience life”
Allan Moore is an authorised representative (239448) of Adsum Capital Pty Ltd (AFSL 518931).