Personal wealth management
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We don’t believe one size fits all. At Davos & Miles, we specialise in creating individually tailored wealth management services designed to help each client achieve their own unique financial objectives.
As the financial landscape continues to evolve, with an increasing number of investment choices, our clients enjoy access to steady and trusted advice. With effective financial strategies, our clients can benefit from protected and sustained long-term growth. Our deep knowledge of tax laws and investment structures also ensures your finances are organised in a fee-efficient and tax-effective manner.
Investment Advice
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Markets change, but the quality of our advice does not. We pride ourselves on providing intelligent, informed and personalised advice when it comes to investments. We take a diverse approach across all asset classes to create robust tailored portfolios. Each investment strategy and solution is based around each client’s own objectives, values and risk assessments. The result is less volatility and more confidence.
Generational Wealth Planning
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The advice we provide at Davos & Miles can benefit your family now and in the future. We understand that the legacy you leave is the culmination of value creation and personal decisions. That’s why our professional, strategic, confidential and conflict-free approach ensures the development of a robust and transparent family governance structure.
superannuation & Self-managed Superannuation Funds
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Superannuation can be overwhelming. We can help. We believe in working with you to create a tailored solution to meet your superannuation goals through integrated and carefully considered solutions. Only with solid, reliable and trustworthy advice will you have the confidence to feel comfortable about your financial future.
We provide expert advice on:
Self-Managed Superannuation Funds
APRA Regulated Superannuation Funds
Master Trusts
Wrap Products
INSURANCE
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Without adequate insurance to protect your family or business in the event of death or disability, your financial future is in jeopardy. We work closely with a trusted network of referral partners and Australia’s most respected insurance providers to arrange policies to suit the specific needs of our clients, and to ultimately provide the peace of mind they need.
HIGH INCOME EARNING SPORTS & MEDIA PROFESSIONALS
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A successful sporting or media career can bring lucrative rewards with income being paid from a range of sources including fixed contracts, sponsorship deals as well as appearance fees which provides enormous opportunities to build long lasting wealth if you plan appropriately and take control of your finances. We understand that sports and media professionals face unique financial challenges throughout their career and earnings don’t usually follow a linear pattern. It is important to understand how the rewards of your current situation can provide long lasting financial security in the years ahead.
Carefully selecting and partnering with a team of trusted professionals to support your career and financial wealth is essential to help put you in the best position to make the most of your earnings. Our experience with high income earning professionals means that we understand the demands placed on you, the unique challenges and opportunities in front of you and how easily the management of your financial affairs can become a secondary concern given your intense career focus and day to day commitments.
Executive Wealth Planning Advice
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Surrounding yourself with knowledge can be the best investment you make. We work with executives on building their wealth for the future, and because we respect their often time-poor situation, we seamlessly work alongside other preferred professional services providers. From structuring remuneration packages and share options to creating tax-efficient wealth strategies, we employ a deliberate approach across the different specialists when it comes to managing their overall financial affairs.
Professionals & Business Owners Wealth Services
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Your mind is naturally focused on the success of your business. Throughout the life cycle of your business, we partner with you to help ensure you also have a strategy for your personal finances to stay on track for a comfortable future.
With tax effective measures to convert income to growing capital, a better protection of assets, setting up a business or preparing for a successful sale. With a range of other specialist services, we’ll work with your accountant, lawyer and other trusted advisors to create a strategy for long-term financial security.
Expatriate advice
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We understand the pressures expats face, which is why we offer specialist support to help them navigate the key financial items such as not letting their superannuation strategy stagnate, renting the family home, tax-effective wealth creation and management, insurance and more. It’s vital to have a strategy in place before working in another country, so you can return with confidence knowing that you will be in a better financial position.
Employee Financial Wellness Programs
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Your staff deserve to have a financial wellbeing program which makes a real difference. At Davos & Miles, we prefer to run interactive workshops tailored to your people and their needs, rather than a generic presentation. Our goal is to truly engage your people through a compelling program that cuts through the complexity. We’ll help your staff understand the importance of decision making, to positively change their behaviour, and to have the tools and confidence they need to improve their own financial future. The result is less worries for employees, and a more committed workforce for your business.
Estate Planning Services
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We know that effective estate planning involves much more than preparing a Will. Preparing a strategy for the distribution of your Estate can be complex, but it is necessary to ensure your assets are protected long into the future. We’ll work with you and your Estate Specialist to help transfer your wealth to your intended beneficiaries in a way which minimises tax liability and maximises asset protection.
Lending & Refinancing Services
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We’re here to help relieve the pressure of debt planning. With a range of lending services, our trusted referral partners (who intimately know the ins and outs of the various lenders and loan market) have extensive experience in providing business, home and investment lending structuring and finance solutions. We all work collectively with you to find the most suitable solutions such as:
Property investment and development finance
SMSF lending
Business lending
Home lending
Motor vehicle finance