Senior Executives
Senior executives and managers require specialised financial and tax advice for executive share schemes (ESS); complex financial planning, management structures for wealth preservation and protection, and guidance for negotiating remuneration packages.
Resources Unearthed provides access to qualified advice and the expertise needed by mining and resources leaders for effectively managing their considerable and often-complex financial, tax, legal, lending requirements in step with their career and lifestyle aspirations.
Professionals
Established professionals in the mining and resources business sector usually have multi-layered business and personal financial requirements, particularly those who live and work outside Australia or have a remote location roster.
Our Resources Unearthed collaborative approach provides integrated advice and solutions for financial planning, investment strategies, personal risk, wealth management, superannuation and self managed superannuation funds, tax advice and planning, lending services and legal advice that includes Wills and estate planning.
Business Owners
Resources Unearthed offers business and consultancy owners access to expertise in matters including business structures for asset protection and tax efficiencies, advice for cash flow management and business growth strategies, SMSF and superannuation, personal and business insurance, lending, legal services for litigation to contracts law, industrial relations and business succession.
Importantly, we understand the line is often blurred between personal lifestyle and business matters which can include customised Family Office and Intergenerational Wealth Transfer services.
Expatriates
We coordinate the specialised services and expert advice necessary for in-bound and out-bound expatriates to achieve financial, business and lifestyle objectives while navigating financial, tax and legal matters made more complex when living and working overseas.
Life as a mining and resources expatriate can be challenging, and often involves complex and interacting considerations affecting financial, career, personal and family opportunities. While holistic and collaborative advice is a key pillar of our approach, so too is our insight and initiative as we guide and advise expats on matters that often must be addressed BEFORE leaving or returning to Australia.
High Net Wealth Individuals and Family Groups
High net wealth business owners, individuals and family groups manage diverse family office requirements that can include complex financial planning, tax management, estate planning, asset protection and back office support for managing philanthropic endeavours and succession.
With firm foundations in holistic collaborative advice, we guide family office clients though the many and diverse matters affecting the management, growth and protection of family money and intergenerational wealth transfer with customised advice and services to meet those requirements.