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Accountants for High Net Worth Individuals

Specialist advice to high net worth individuals and connection to our specialist networks.

Our Melbourne firm provides specialist accounting and taxation services for HNWI (high net worth individuals) clients (more than in liquid, investable assets).

This involves connecting HNWI clients within our networks in a range of specialty areas, including investment advisory, banking, information technology, estate planning and private equity.

Our HNWI client base in this area includes:

  • Many long standing clients who have sold businesses or transferred them to the next generation;
  • Senior executives in large listed organisations in Australia and internationally; and
  • Other high net worth individuals and families who have accumulated significant wealth.

Book an appointment?

If you are not currently a client of this firm and would like to discuss the possibility of us working with you, please contact us or click on the link below and send an enquiry. Our Business Development team will promptly ensure that you get to talk to the right person in our firm.

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Our TRUST assessment is the first step towards becoming a client and identifying areas in which you need help.

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