FAMILY OFFICE / PRIVATE WEALTH 

Australian Advisory Pty Ltd is a boutique advisory and family office service provider based in Sydney Australia.

Australian Advisory offers its Family Office/Private Wealth services exclusively by invitation only. Our goal is to ensure the highest levels of personal service and discretion.

Australian Advisory provides its services to high net worth clients, and family and business groups located in Australia, Vietnam and New Zealand.

The Australian Advisory Family Office offers a portfolio of services and solutions:

  • Investment Management 

  • Corporate Advisory & Structuring 

  • Wealth Management 

  • Business Establishment 

  • Accounting & International Tax Advisory 

  • Banking, Finance & Funding Structures 

  • Legal, Governance & Compliance 

  • Business Migration Programs 

  • Succession & Estate Planning 

  • Risk & Asset Protection 

Our objective is to manage all the complexities and challenges that arise in a Family & Business Group environment and engage across generations.

Flexibility is key in our approach, ensuring that we can tailor the Family Office to suit the different dynamics, sensitivities and level of involvement of Family & Business group members

 

The Australian Advisory Family Office offers a portfolio of services and solutions.

SPECIALIST SERVICES & SOLUTIONS
Australian Business Visa
Business Application

Application paper work 

Legal Advice 

Panel of migration specialists 

Business advice and structures 

School and university options for children 

Housing location and acquisition 

Taxation advice and accounting 

Finding appropriate businesses 

Financing and funding options, including co-investing with you 

Corporate and management structure 

Legal Advice 

International taxation advice and accounting 

Ongoing business advisory 

Governance and compliance 

Investment Solutions (select from one or more of:)

Corporate & Government bonds 

Property-related funding, including: 

  • Equity funding 

  • Senior debt funding 

  • Junior debt funding 

  • Mezzanine funding 

  • Warehouse lending/non-bank lending (i.e. structuring your own lending/finance warehouse up to AU$250 million) 

Australian Advisory's team of experienced and skilled professionals create the structures and processes required to achieve a Family & Business group’s desired outcomes.

 

Where required, we bring in external experts in their respective field.

 

We will also work with existing professional advisers to the Family & Business group to ensure continuity of existing relationships and purpose.

CONTACT US

Level 9, 48 Hunter Street 

Sydney NSW 2000

info@australianadvisory.com.au 

02 8014 7032

Neither Australian Diversified Income Fund, Australian Diversified Income Pty Ltd nor Vasco Investment Managers Limited guarantee the repayment of capital, the performance of any investment or the rate of return for the Fund. Past performance is not necessarily indicative of future performance. The target income return is not a forecast and returns are not guaranteed.