Executive Clients are those that work in upper levels of management in their firms and are clients seeking a specialised Financial Planning & Wealth Management outsource. These clients are usually time-poor and are seeking providers that can provide or work with their existing Professional Service providers.
Our Private Wealth Management services for Executive Clients takes a holistic approach and targets their desired goals and objectives to be achieved over the short, medium and long-term. These overall aim of this service is to achieve these goals and objectives in the most efficient and tax-effective means possible.
The Private Wealth Management services most applicable to Executive Clients include:
Investment
Advisory
![](https://manlyfs.com.au/wp-content/uploads/2023/05/investment-advisory-1.png)
Wealth
Management
![](https://manlyfs.com.au/wp-content/uploads/2023/05/wealth-manangement.png)
Ethical
Investing
![](https://manlyfs.com.au/wp-content/uploads/2023/05/investing.png)
Tax
Advisory
![](https://manlyfs.com.au/wp-content/uploads/2023/05/tax.png)
Personal Risk Management
![](https://manlyfs.com.au/wp-content/uploads/2023/05/personal-risk.png)
Personal & Corporate Finance
![](https://manlyfs.com.au/wp-content/uploads/2023/05/corpo-finance-1.png)
Estate Advice & Management
![](https://manlyfs.com.au/wp-content/uploads/2023/05/estate-1.png)
![](https://manlyfs.com.au/wp-content/uploads/2021/04/384f2d814c3c37648d6757f6b3c58de6e2b9372a.jpg)
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