Wealth Administration

You’re busy. You want to focus on what you do best. That’s why we’re here with you to keep your financial house in order and on track. It could be paying your tax, keeping an eye on a term deposit, or making regular investments. The small things matter. Whatever you need, we get it done, and coordinate your whole financial world so that you don’t have to.

Financial management and coordination

After professional investment management and strategic wealth advice, the majority of our clients place a high value on having an adviser who manages their whole financial world. They take great comfort knowing that their affairs are not only in order, but proactively managed year-round and for years to come, including coordinating activities with other professional partners such as accountants and lawyers.  

Our advisers offer this service to all their clients as part of our holistic approach to wealth, and are supported by a capable and responsive client services team. For some clients this service extends to comprehensive reporting of their personal and consolidated affairs, allowing them to easily review their affairs in one place, monitor performance and make ongoing decisions.  

Tax returns & SMSFs

We provide preparation and lodgement services for a range of financial statements and tax returns. These include tax returns for individuals, partnerships, companies, trusts, self-managed superannuation funds, trading businesses and property investors.

Tax returns & SMSFs

Managed accounting & bookkeeping

For clients seeking a more comprehensive management of their affairs, our managed accounting and bookkeeping is a full-service accounting function for families & private business owners. The service is specifically tailored to suit your unique needs, from day-to-day bookkeeping, supplier payments and payroll to more strategic virtual CFO support. All delivering stress-free and reliable financial management across your entire affairs. 

Employee Share Schemes

We know that employee share schemes can make up a significant part of your wealth and how important it is to manage it correctly. Whether it's planning for tax, spreading your eggs across more than one basket or understanding when and how much to sell, we'll help you keep your wealth safe and effectively structured for the long-term.

Employee Share Schemes

Executive Wealth Programs

We work for many of the world’s top companies, from established to emerging, to deliver market-leading benefits and Executive Wealth programs for their employees.  

Our executive and professional clients find that life is easier and far more rewarding with Stanford Brown in their corner. We get their financial life in order, manage complexity, and don’t miss a beat. Whether it’s personal wealth and investments, tax planning, insurance, cash flow budgeting or share schemes, we cover the lot so they don’t have to. 

Expatriate wealth

We understand the complexity of the expatriate wealth journey - from an initial move abroad, to managing wealth offshore and for many, planning for an inevitable return to Australia. We provide wealth and tax advice to Australian expatriates wishing to exit, accumulate and return their wealth to Australia in readiness for their next phase of life.

Expatriate wealth

Contact us about a discovery meeting

We'd love to meet you and see how we can help you achieve the future you want.

Contact us