360Private

Our team

 Click on the links below to view the team members from each of our six pillar categories.

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strategic advice team

With appropriate planning, it is our aim for you to accumulate sufficient income producing assets to ensure all lifestyle costs can be met from investment income alone.

We focus on your lifestyle and your family's life cycle stage and we then apply financial strategies to help meet current and future lifestyle costs. Our strategies are based around not paying unnecessary tax, structuring your affairs efficiently and gaining an adequate return on capital invested.

taxation accounting advice team

We provide our clients with a service that will help them mitigate their taxation obligations and identify opportunities for growth, whether they be at a business or individual level.

Our team of taxation specialists are committed to offering expert and up-to-date advice across a diverse range of taxation and accounting services whilst understanding your specific needs and goals.

investment portfolio advice team

Our experience can help you to make wise investment choices that suit your personal goals and values. We can help you maintain an investment portfolio and build your wealth and we can advise you on the most effective ways of doing so.

succession estate planning advice team

No one likes to consider the inevitable, but having effective estate planning in place is vitally important. Not only to ensure that your final wishes are carried out and to make sure that your family will be left financially sound, but also to ensure that should you at any point be unable to make financial or medical decisions for yourself, that a person or people of your choice are able to make those important decisions for you.

personal self managed super team

With a maximum tax rate of 15% on earnings and 10% CGT on investments held for more than 12 months, superannuation is a cornerstone of retirement planning and wealth creation and a key piece of the puzzle to tax minimisation and financial efficiency

Financial health check

Whether it be a query about superannuation, investments, insurance, mortgage or any other financial based questions, get 360Private to check on your financial health.

Client testimonials

A very experienced team

The team from 360Private have been providing auditing and financial services to our Group of Companies for over 20 years.

We have remained a client over the duration as there has always been a very experienced team of diligent and reliable specialists available, uniquely qualified to support us in our engagement.

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