Senior Executives

Senior Executives

IFP have been providing strategic and comprehensive financial advice to senior executives for over 15 years. We are highly experienced in addressing the diverse and complex financial issues that CEO’s, directors and executives confront, which includes structuring executive remuneration packages, share options, tax strategies, cash flow planning and integrated family advice.

It is not uncommon for many executives burdened by work commitments to neglect their own financial matters. We advocate that even in their mid-30s, executives and CEOs seek sound financial advice to ensure that their optimal financial goals are achieved and are more likely to be in their best interest.

By working closely with our clients we are able to create bespoke financial strategies which are carefully monitored and responsive to the changing circumstances. We will also coordinate other professional advisers, such as an accountant or lawyer, to seamlessly integrate all facets of your financial position.

Our Executive advice services include:

  • Wealth and investment management
  • Income tax strategies and structuring
  • Personal risk management and risk mitigation strategies
  • Salary and benefits packaging
  • Cash flow planning and projections
  • Investment and lifestyle funding
  • Wealth management
  • Career advancement and transition planning
  • Family trust and estate planning
  • Transition to retirement planning

"I have always been impressed by IFP's willingness to visit me at my home after working hours, which as a busy professional makes my life a lot easier."

Infectious Disease Physician & Clinical Microbiologist