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High Net Worth Individuals & Private Investors


i2 advisory appreciates that individuals with a high net worth and private investors require a certain level of business acumen and decision making skills. Utilising appropriate and timely information is key to ensuring that the right investment decisions continue to be made to improve upon your portfolio. i2 advisory have worked with numerous high worth individuals and collaborate closely with these clients in regulatory and strategic planning. The value of comprehensive reports is not underestimated at i2 advisory, as the team appreciates that investments require stringent analysis to ensure future growth is maintained.

 

The team would be happy to help you in the following areas:

  • Accounting and tax compliance
  • Annual reporting
  • Management reporting (monthly, quarterly or annually)
  • Taxation advice
  • Creation of financial models for budgeting and cash flow forecasting
  • Strategic planning
  • Structuring and restructuring
  • Assistance with obtaining finance
  • Advice in relation to the acquisition and sale of the business
  • Estate and family succession planning including transition to retirement
  • Asset protection advice
  • Special projects

Latest from the Blog

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  • COVID-19 Lockdown

    19 Nov 2020

    19 November 2020 During the current COVID-19 lockdown our office will be closed, however, we […]

  • What can you do with your employees if you are required to temporarily shut your business as a result of a government lockdown?

    19 Nov 2020

            Employers may be faced with a situation where they are required […]

Locate Us

i2advisory

Office Address
38 Sydenham Road
Norwood, South Australia 5067

Postal Address
PO Box 809, Kent Town DC, SA 5071

Telephone 08 8132 6400

Email admin@i2advisory.com.au

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