What we do

ICG’s private wealth management solutions.

A successful woman walking

What we do

Our point of difference

Is our all- encompassing balance sheet approach; focussing on the big picture with forensic attention to detail that's necessary for effective financial planning and the future wellbeing of our clients and the people they care for.

Depending on your unique circumstances, consideration may be given to:

Entities
  • Companies
  • Trusts
  • SMSF
  • Personal
Income
  • Salary
  • Bonus
  • Dividends
  • Rental
  • Interest
  • Inheritance
Assets
  • Property
  • Equities
  • Business
  • Cash
  • Liquidity
  • Gearing
  • Private equity
  • Debt structure
Risk management
  • Investments
  • Taxation
  • Estate
  • Litigation
  • Business

Entities

  • Companies
  • Trusts
  • SMSF
  • Personal

Income

  • Salary
  • Bonus
  • Dividends
  • Rental
  • Interest
  • Inheritance

Assets

  • Property
  • Equities
  • Business
  • Cash
  • Liquidity
  • Gearing
  • Private equity
  • Debt structure

Risk management

  • Investments
  • Taxation
  • Estate
  • Litigation
  • Business

A private wealth advisory team dedicated to you.

Our multidisciplinary team of experts offers a comprehensive, transparent, and consultative partnership. One where you are in control, armed with all the information you need to make confident and well thought through decisions.

Family Office
Services
Investment
Advice
Asset Structuring
& Wealth Planning
Philanthropy
Debt
Advisory
& Finance
Business
Succession
Planning
Succession
& Estate
Planning
Superannuation
& SMSF Advice
Personal Risk
Management
Financial
Planning
A pie-chart breaking down the various services ICG offer
A pie-chart breaking down the various services ICG offer

Legacy

A long term plan for a financially secure future.

Peace of mind comes through developing trust between you and your advisor. This trust evolves over time, which is why we value long term relationships and plan beyond a client’s lifetime.

1

One year

  • Understand the balance sheet
  • Set goals that are achievable
  • Structure the estate
  • Optimise asset protection
  • Create investment strategies
3

Three years

  • Financial plan underway
  • Assets secured
  • Estate documents completed
  • Investments in progress
  • Business investment sale ready
10

Ten years

  • Set retirement goals
  • Sell business
  • Family constitution
  • Rule book for family wealth
  • Investments and balance sheet in order
&

Beyond

  • Retirement
  • Mentoring
  • Educating the next generation
  • Constitution
  • Legacy
  • Philanthropy

We invite you to contact us for a confidential consultation to find out more.