Our purpose is protecting your wealth
By navigating life’s challenges, working through uncertainty, building deep relationships, and protecting assets
WHY WE'RE MOTIVATED
To support our clients on their wealth journey and to help them build a lasting legacy they can be proud of. We strive to make a difference in their lives.
HOW WE GO ABOUT IT
Every family is different, and therefore every piece of advice is bespoke. We take the time to develop a deep understanding of what matters to them and provide advice that resonates with their family dynamic.
We seek to understand their aspirations and concerns, and work with them to apply our expertise in tax affairs, structuring and wealth transition, philanthropy and estate planning to create sustainable solutions.
WHAT WE DELIVER
- Personal CFO including bespoke financial concierge services.
- Defining family objectives: a plan to execute on what matters most.
- Family office governance – i.e. Family Charters and Family Constitutions including the education and mentorship of ‘next gen’.
- Asset creation and preservation in line with a family’s goals and aspirations, including continuous review.
- Integrated administration of a family’s assets.
- Accounting and tax compliance, tax advisory and tax structuring.
- Access to estate and succession planning experts (domestic & cross border).
- Philanthropy: strategy development, grant administration and social impact.
- A single reference point of financial, family and legal data to help families manage, protect and transfer their wealth.
- Director and corporate secretarial services.
WHY WE'RE MOTIVATED
To support our clients on their wealth journey and to help them build a lasting legacy they can be proud of. We strive to make a difference in their lives.
HOW WE GO ABOUT IT
Every family is different, and therefore every piece of advice is bespoke. We take the time to develop a deep understanding of what matters to them and provide advice that resonates with their family dynamic.
We seek to understand their aspirations and concerns, and work with them to apply our expertise in tax affairs, structuring and wealth transition, philanthropy and estate planning to create sustainable solutions.
WHAT WE DELIVER
- Personal CFO including bespoke financial concierge services.
- Defining family objectives: a plan to execute on what matters most.
- Family office governance – i.e. Family Charters and Family Constitutions including the education and mentorship of ‘next gen’.
- Asset creation and preservation in line with a family’s goals and aspirations, including continuous review.
- Integrated administration of a family’s assets.
- Accounting and tax compliance, tax advisory and tax structuring.
- Access to estate and succession planning experts (domestic & cross border).
- Philanthropy: strategy development, grant administration and social impact.
- A single reference point of financial, family and legal data to help families manage, protect and transfer their wealth.
- Director and corporate secretarial services.
Proud supporter of Renown United Rugby League Club and the Adam Gardiner Fund
By Day Consulting Pty Limited acknowledges the Traditional Owners of the land on which we work and live, and recognise their continuing connection to land, water and culture. We pay our respect to Elders past, present and emerging.
Liability limited by a scheme approved under Professional Standards Legislation.