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Specialist Advice For IT Professionals

If you’re an IT professional or business owner, the demands of your job can leave little time for getting on top of your finances. That’s where we can help, with expert advice throughout your career.

Because we’ve partnered with many IT professionals, we understand how to help you make the most of your income and savings to achieve greater financial security now and in the future. Relevant services can include:

Services For IT Professionals Include

Advice on Car Leases and Share Options

Advice on Car Leases and Share Options

Get help with structuring your package and maximising your salary and bonuses with advice on car leases, executive share options and more.
Tax Planning

Tax Planning

We can help you with a range of tax minimisation strategies, so you save on tax and keep more of your money.
Superannuation Solutions

Superannuation Solutions

To set you up for the future, we can help you get more of your super, including an SMSF if suitable.
Simplified Investment Management

Simplified Investment Management

We can make it easier to create and manage an investment portfolio to grow your wealth.
CASE STUDY: ROB & MICHELLE

Case Study: Rob & Michelle

Rob (40) and Michelle (35) work in senior positions at a multinational IT company. Despite their high combined income, they wanted to make the most of their money so they could feel better about the future. As time-poor IT professionals, they wanted to outsource their financial planning to a specialist who would make things simple and hold them accountable.

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