Executives

Structured planning and regular benchmarking against goals for future retirement.

We specialise in taking out the complexities of having to deal with financial decisions. With professional and personal responsibilities, limited time and the inability to keep up to date with the goings on in the markets many executives have relied on the specialists at Verve to help weigh up their options.

You can rely on a trusted and experienced expert who will spend time to understand your individual circumstances and make you feel in control of your financial future.

Our advice for Executives includes:

• Personal transition to retirement planning
• Tax effective salary packaging arrangements
• Accessing retirement benefits.
• Structured planning and regular benchmarking against goals for future retirement.
• Managing the risk of stock options in a tax effective manner.
• Strategies to access retirement benefits in a tax effective manner whilst continuing to work.
• Building a larger nest egg for retirement.

Asset ownership and protection plans

• We have legal experts to structure asset ownership in a tax and cost effective manner.

Individual Investment planning

• Tailored investment planning to ensure the best steps are taken now and in the future
• Asset protection against unforeseen contingencies.
• Protection of income to make certain your family has a secure future.