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 Angus Dockrill, Scott Douglas, Dan Blatch, Lisette Walsh, Vince Dore, Sangram Rana, John Foley and Matthew Bull are authorised representatives of IMFG Pty Limited, Australian Financial Services Licensee number 527657 Registered Office at: Level 8, 171 Clarence Street, Sydney NSW 2000. These representatives are trading as IMFG.

General Advice Warning - Any advice on this site is general nature only and has not been tailored to your personal objectives, financial situation and needs. Please seek personal advice prior to acting on this information. Any advice on this website has been prepared without taking account of your objectives, financial situation or needs. Because of that, before acting on the advice, you should consider its appropriateness to you, having regard to your objectives, financial situation or needs.

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