Catalyst’s highly qualified advisers are able to help you and your clients make the most of their financial resources. From strategy identification, development and implementation our team are able to help your clients simplify their finances, set and achieve their goals and better plan for the future. We undertake a thorough analysis of a clients position, including short, medium and long term personal and financial objectives in order to provide tailored advice specific to your client’s needs.

Our clients range from HNW individuals, time-poor professionals, pre-retirees, SME businesses, c-level management and family offices.

Our collaborative approach with our clients and their other trusted advisers allows us to effectively communicate and implement strategy seamlessly and with ease. We have found this leads to better conversations between clients and their trusted advisers as the clients understand all parties have their best interest at heart.

Services & Products
What we offer our clients via this business
  • Risk Management
  • Structuring & Tax Planning
  • Retirement Planning
  • Investment Management
  • Superannuation
  • Estate Planning
  • Property Advisory
  • Cash Flow Management
  • Business Risk & Succession Planning

Advice & Investment Mandates

Advice and Investment Business Succession Planning

Business Succession Planning

Provided advice to a successful eastern suburbs fitness business with the development of a Business Succession Plan and Buy/Sell Agreement.

Advice and Investment Exit Strategy

Exit Strategy

Assisted a couple in their 60s with an exit strategy to unwind their existing geared investment property portfolio (valued at over $20 million) in preparation for retirement.

Advice and Investment Insurance Claim

Insurance Claim

The wife of an existing commercial client under went heart surgery and we were able to successfully claim and provide insurance proceeds of $220,000.