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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

  • More super for lower-income workers on the way

    19 Jun 2022

    Did you know that lower-income earning individuals who earn less than $450 per month are […]

  • Downsizer contributions to SUPER

    19 Jun 2022

    Did you know you could invest the proceeds of the sale of your family home […]

  • Four priorities for the ATO this Tax Time

    8 Jun 2022

    In the middle of May, the ATO announced that there will be four focus areas […]

  • Six super strategies to consider before 30 June

    8 Jun 2022

    With the end of financial year (EOFY) fast approaching, now is a great time to […]

  • 2022 Election Washup

    8 Jun 2022

    Following the election of the new Labor federal Government on 21 May, there are a […]

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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