Your life has different parts. Your responsibilities to your family and at work. Your pastimes and passions. The home you visit. The past that’s shaped where you are today and the DREAMS that guide your tomorrow.  

Choices

  • I have a wide range of interests, hobbies and courses which I want to pursue
  • I have many personal relationships that matter to me
  • I want my family to benefit from the best health/long term care
  • I have several unfulfilled ambitions
  • I want to leave a lasting legacy
  • I want to help my family financially
  • I expect longevity

Challenges

  • I have complex financial choices and many options
  • I have a lack of clarity
  • I have high taxes
  • Making my wealth last my lifetime
  • I want to maintain motivation and purpose after the sale of my business/stopping work
  • I don’t want to be a burden in my old age
  • My family would need support to manage wealth when I’m gone
  • I need to prepare heirs for wealth

Characteristics

  • I am keen to delegate to free up my time
  • I am willing and able to take advice
  • I value long term relationships
  • I appreciate that choices are rarely black or white
  • I am prepared to pay reasonable fees for advice and service
  • I have an optimistic outlook
  • I have accumulated significant wealth and/or have high income

Confidante

  • I understand that high performance isn't achieved in isolation
  • I value having a team of professionals to call on from my bench
  • I know why even the best at their craft have a coach and confidante

Identity McIntyre Pty Ltd and its specialist financial advisers Scott Douglas, Angus Dockrill, Dan Blatch and Lisette Walsh are authorised representatives of Apogee Financial Planning Limited, Australian Financial Services Licensee Registered Office at: 105 - 153 Miller Street North Sydney NSW 2060. These representatives are trading as IMFG.

IMFG Mortgages Pty Ltd, Matt Clayton, Sam Mournehis and Ben Osborne-Young are authorised credit representatives of Vow Financial Pty Ltd, Australian Credit Licence 390261 Registered Office at: Level 5, 10 Bridge Street Sydney NSW 2000. These representatives are trading as IMFG.

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