Ben and Rebecca* are a couple in their early 40s with primary school-aged children. Ben is a partner at a high-profile professional services firm and Rebecca is also a professional but now looks after their children fulltime.
Ben has an annual income of $1 million. The couple is debt-free with a $1.5 million family home, an ownership stake in his business of $500,000 and term deposits of $200,000.
The couple wants to retire by 55 and have an annual retirement income of $150,000. A close family member has severe disabilities and they would like to be able to financially support them as needed.
Ben and Rebecca are not comfortable with investment risk or volatility nor have they entrusted or delegated their investments to an advisor before. Privacy is paramount for the couple and although they want to establish an investment strategy to cater to their family's future, they previously struggled with this due to privacy concerns.
We established investments for the couple through a trust held by an independent custodian. Ben and Rebecca retain anonymity, are removed from all share registers and receive no correspondence directly from any investment or investment provider. We ensured that their tax affairs are still able to be managed efficiently and compliantly.
Ben and Rebecca are now confident that they are building their wealth strategically to provide for their young family and set themselves up for a great retirement. Rather than worrying about privacy, they can focus on accumulating wealth while they are in the prime of their career earnings cycle.
* Names have been changed to protect privacy
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