Independent Wealth management Advisory and M&A corporate Advisory.
- Portfolio asset allocation and Wealth Advisory Services for High Net Wealth Investors and Family Offices.
- Accomplished team with a track record of success in managing and advising companies on structuring businesses and investments to consistently achieve intended outcomes.
- Corporate Advisory
- Start-up Mentoring , Advisor and Capital raising
- Property Development
- Hospitality industry Advisor
- History of Principal :
- • Successfully managed a family office for 13 years
- • Comprehensive background in Finance, IT, Chemicals, Hospitality, Food and Packaging.
- • Experience in managing Australian-owned assets in the UK and Asia
- • Involved with acquisitions, divestments & restructures in Australia and Internationally
- • B.Comm and Qualified Accountant - (Fellow) FIPA in Australia
Advice covering Mergers and Acquisitions. Divestment. Restructuring . Capital raising . Exit planning . International expansion - particularly in Asia , UK and Europe.
We also provide a portfolio management service and mini- family office creation for Sophisticated investors .
We provide an independent voice in negotiating relationships with private Banks, Stockbrokers , Accountants and Property agents.
Portfolio asset allocation and Wealth Advisory Services for HNW Investors and Family Offices.
AFS Representative number 001245322 for Thomas Price P/L AFSL 345963