Where clients require investment advice, Anchor Capital provides the regulated advisory process, including assessment of objectives, time horizon and risk profile, and the recommendation of suitable portfolio solutions. Balmon can assist by ensuring that the investment plan is considered alongside relevant tax, estate and cash flow factors.
Clients can access retirement planning and related product advice through Anchor Capital. Balmon supports the broader planning process by helping to frame the tax, estate and cash flow context that informs long-term decisions.
Balmon assists clients with the tax, structuring and family governance considerations that often sit around long-term wealth planning. This helps ensure that any investment strategy adopted through Anchor Capital fits within an efficient and practical broader framework.
Balmon provides estate and legacy planning services inhouse. These services can stand alone or be coordinated with wealth planning where clients want a more integrated long-term approach.
Additional wealth management solutions available through Anchor Capital.
We begin by understanding your family position, business interests, objectives, liquidity needs, tax profile and estate planning priorities.
We identify the planning issues that need attention and determine where specialist wealth management or investment advice is required.
Where appropriate, we connect you with Anchor Capital for the regulated wealth management and investment advice component, while continuing to support the surrounding tax, estate and succession considerations.
As circumstances change, we help keep the broader plan aligned and can work alongside other advisers to support continuity.
Let’s work together
Speak to our team about how Balmon Group can support you with professional accounting, tax, audit and advisory services.
