Working with Height Capital

Height Capital is a self-licensed Financial Planning and Accounting firm that is committed to delivering an exceptional holistic service. We provide clients with a tailored solution, designed through our extensive experience, on-going education and independent evaluation.

Working with Height Capital

Height Capital is a self-licensed Financial Planning and Accounting firm that is committed to delivering an exceptional holistic service. We provide clients with a tailored solution, designed through our extensive experience, on-going education and independent evaluation.

Financial Planning

Financial Planning

  • Strategic wealth planning
  • Philanthropic services
  • Structuring advice
  • Superannuation and SMSF advice
  • Insurance advice

Business Advisory

Business Advisory

  • Sale of a business and exit planning
  • Financial management and structuring
  • Financial viability assessment
  • Employer obligation planning and execution

Our holistic approach

Accounting

Accounting

  • Tax advice
  • Personal accounting and tax services
  • Business accounting and tax
  • Cash flow management – business and personal
  • Corporate advisory
  • Government assistance

Investment Advice

Investment Advice

  • Equities
  • Fixed Income
  • Direct lending solutions- wholesale clients
  • Managed funds
  • Property advice
  • Alternatives
  • Cash, term deposits and money markets

Our clients

We strive to work with like-minded individuals, families and businesses who want to create long-term wealth.

As our clients are as passionate about achieving financial freedom as we are, we work with them in building trusted, long-term partnerships to achieve their financial goals.

Every individual or business situation is different, so we work closely with every client to design a tailored solution across one or all of our services (Financial Planning, Accounting, Business Advisory, or Investment Advice), so they can achieve their individual goals.

We listen to understand every client’s unique situation.

Sharing Our Clients Stories

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Steven is a qualified electrician who has been operating as a contractor for close to 10 years. His father referred him to Height Capital after he shared his growing concern that he had not completed his business and personal Tax Returns for 5 years. He felt the situation had become too large to tackle and did not know where to begin to rectify it.
Steven meet with Height Capital’s Accounting team who worked with him to collate and submit his outstanding business and personal Tax Returns over a few months. They also helped him set up his business in Xero (accounting software for small businesses) so that he could easily record his jobs, track his invoices, and reconcile easily at the end of each year.
Now that Steven has his finances in order, he only requires minimal assistance from the Accounting team at the end of each financial year, and he has been able to apply for a mortgage to purchase his first home.

{
Steven
TEAM ENGAGED: Accounting
AREAS OF SUPPORT: Business and personal tax returns; BAS; GST; and business cashflow management
{

When Mary-Ann’s husband, who managed all their financial affairs passed away suddenly, she needed advice and support but didn’t know where to start. One of her adult children had recently become a client of Height Capital, so put her in contact with us.
We were able to help her understand what her financial situation was, including her late husband’s financial strategy and investment portfolio, and helped her transition all accounts into her name. We were then able to work with Mary-Ann to reposition the investment portfolio to be more aligned with growth opportunities and made sure she was receiving the correct Government pension.
Mary-Ann now has comfort that her financial affairs are in order and that she will be able to maintain her lifestyle without any surprises.

{
Mary-Ann
TEAM ENGAGED: Financial Planning
AREAS OF SUPPORT: Portfolio management; investment strategies; Centrelink support; and cashflow management
{

Colin and Jan are both in their late 50’s and have been operating a small business for just over 20 years. They have been making concessional contributions to their superannuation which has now grown into a modest amount and they only have a small mortgage outstanding on their home. They are planning on retiring within the next 5 years.
They have recently started conversations with a party interested in purchasing their business and are seeking advice on the most effective way to exit their business and advice on the best structure for managing their superannuation into retirement.
The Height Capital Business Advisory team worked closely with Colin and Jan to design a clear business strategy to transition the business, critically assessed the opportunities they have and working with the Financial Planning team, built an investment strategy for growth and into retirement.

{
Colin and Jan
TEAM ENGAGED: Business Advisory and Financial Planning
AREAS OF SUPPORT: Small business strategies, superannuation and insurance advice, investment strategies and cashflow modelling
{

Alex and Kathryn are at the mid-point of the careers with school age children, they have paid off half of their home mortgage and are both earning good salaries (Kathryn working three days). They were wanting to start looking ahead to retirement to allow themselves enough time to plan and save so that they could maintain their lifestyle once no longer working.

The Height Capital Financial Planning team helped them with their cashflow management, implemented several gearing and investment strategies, and helped them fast track repayments on their mortgage.

Alex and Kathryn are now in a great position as they focus on maximising their later years of employment, before enjoying a comfortable retirement.

{
Alex and Kathryn
TEAM ENGAGED: Financial Planning
AREAS OF SUPPORT: Cashflow management, investment strategies; superannuation and insurance advice; portfolio management and contribution advice