Financial Planning
Height Capital provides tailored financial advice for every stage of life. From mid-career where you have your strongest potential for wealth creation, to planning a comfortable retirement, through to support in your later years. Height Capital works with you at every stage to ensure your desired lifestyle can be achieved and maintained.
Financial Planning
Height Capital provides tailored financial advice for every stage of life. From mid-career where you have your strongest potential for wealth creation, to planning a comfortable retirement, through to support in your later years. Height Capital works with you at every stage to ensure your desired lifestyle can be achieved and maintained.
our pillars of wealth
Our experienced team works closely with each client to create a medium and long-term plan, regardless of which stage of life you are at.
We call this approach, the Pillars of Wealth.
Project Harvest
In the first stage we analyse your current financial situation together with the next 3 to 5 years in mind. We help you set your financial goals and optimise your savings capacity to reach your objectives sooner.
Project Wealth
In the second stage we work through your risk profile and requirement for capital over the long-term. At this point we try to build future expectations that will allow you to make informed decisions on what is the right investment strategy to achieve your goals.
Project Drawdown
The third and final stage is where we plan out when capital is going to be required and the impact this drawdown will have on your long-term goals. This part is important for cash flow management and investment timing, as it allows for sufficient funds to be available when you want to realise your financial milestones.
Our holistic service approach includes
Insurance Advice
Philanthropic Services
endowment governance and private philanthropy
Superannuation and SMSF Advice
Strategic Wealth Planning
Structuring and Tax Advice
personal tax planning, tax effective strategies, family trusts and estate planning