Managing wealth’s risks and opportunities demands keen insight.
Like Tom, we take pride in the economic and cultural contributions of regional Australia. Driven by a deep connection to the challenges and opportunities faced by those who live and work on the land, our intergenerational advice model has evolved to meet their complex needs.
Tom is a 6th generation farmer, planning for generations 7, 8 and 9.
While our HNW clients have diverse needs, they share a common opportunity: the ability to leave a lasting legacy. We start with a comprehensive understanding of your personal circumstances, goals and risks, before adopting a holistic approach to wealth management.
By starting with your intended legacy in mind, we have the clarity required to start with strategic asset allocation, aiming to optimise capital across various asset classes for long-term growth. We know it is essential that this asset allocation comes in service of the longer-term vision of the family’s vision.
Sometimes the greatest challenge is understanding how we can transition significant wealth to the next generation effectively, and safely. We focus on integrating tax-efficient strategies within a strong family unit, ensuring a thoughtful transition while preserving the values of custodianship and responsibility.
Regional Prosperity partners with high-net-worth individuals, families, business owners and for-purpose organisations to preserve and grow wealth responsibly
“As a generational farmer, Regional Prosperity is a trusted partner. Their expertise and personalised approach have enhanced our productivity and integrated succession thinking into our business. We value their strategic insights and look forward to continued collaboration.”
Sixth Generation Farmers
Heading into a fifth generation of farming, Regional Prosperity has been the expert succession planning support we need. It has made us more resilient and prosperous than previous generations.
Fifth Generation Farmers
“As a widow, Regional Prosperity has been my trusted partner. Their expert guidance and compassionate support made me feel safe and secure during a difficult time. I value their accessibility and look forward to many more cups of tea with Kane & the team.”
Widow
