360Private

Strategic Advice

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.

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

We've relied on them for over 30 years

We have relied on the Team at 360Private for accounting and financial advice for over 30 years. Their sound strategy enabled our investments to perform well even through the Global Financial Crisis and we have benefitted from their knowledge of taxation law and superannuation. On a day to day level, we are always able to get prompt replies to any accounting matters relating to our business and everything is explained in language we can understand, rather than in "accountant speak". Our children now have their own businesses too and they also rely on 360Private.

- Sandra Haese, Director, Haese Mathematics

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