The process often becomes oriented to meet compliance obligations, with less attention devoted to developing a "plan".

Our aim is to fill this void by adopting a disciplined methodology, identifying client needs, coordinating appropriate external suppliers, and employing dedicated staffing resources necessary to implement clients long term value creation plans.

We see specific financial needs of High Net Worth Individuals as including:

• The identification, development and implementation of strategies to meet personal financial goals
• Cash flow planning to meet current needs
• Annual preparation of income tax returns for the individual and his/her associated entities
• Maintenance of appropriate annual tax return supporting documentation
• Strategic income tax planning to minimise or defer taxation liabilities
• Creation of a retirement planning strategy, ensuring that sufficient after tax income is created to maintain your chosen lifestyle in retirement
• Asset Succession & Estate Planning, ensuring Wills are updated, the minimization of capital gains tax payable upon death, and meeting the objectives of efficient distribution of your Estate
• The receipt of competent investment advice to meet your goals
• The evaluation of the adequacy of the life, asset and income insurance cover.

Dominion Private Clients Can Meet Your Objectives

Dominion Private Clients' financial performance matrix looks at the areas of: Estate Planning, Personal Financial Goals, Taxation Liabilities, Income & Expenses. We also coordinate experts to review your Personal Insurance, Investments and Compensation to harness your Personal Financial Management Strategy. Our goal is to strategically plan and build your future security.

We recognise advice in these areas requires specialists. We pride ourselves as being a market leader in taxation and superannuation advisers to this market. To maintain this cutting edge position, we focus on maintaining expertise in the areas of your Personal Financial Management needs where we can add value. We then coordinate on your behalf advice from experts in the other important facets of your personal financial strategy.

This involves:

• coordinating the collection of all relevant information necessary to undertake the abovementioned tasks
• understand your financial needs in order to coordinate appropriately skilled advisors in developing a plan to meet your objectives; and
• monitoring the implementation of established financial strategies and identifying the need to amend such plans where necessary.

Dominion Private Clients believe the implementation of such a structure for clients will permit efficient and informed personal financial management and enhance each client's wealth creation process. Therefore, we see ourselves as financial managers coordinating the implementation of our own advice and advice obtained from skilled external advisors to ensure a seamless implementation of your Personal Financial Strategy.