We help families grow and preserve their wealth over generations.
Network serves families with unique financial needs and gives professional guidance to grow and preserve their family wealth.
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We’ve cultivated our multigenerational foresight through decades of service as financial professionals, and now in this era of great change, we believe it’s critical that your family receives the right advice to move forward with confidence.
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Families are at the heart of everything we do.
Network is a digital family office providing expert financial, tax, and legal support through a flexible, cost-effective model. Our licensed professional network makes high-quality financial services accessible, empowering families to plan for their ideal future.
Our family office services will make your life easier. We help you manage every aspect of your financial and professional services through our network of accredited specialists. From financial planning, accounting and tax advisory, finance and lending through to estate planning, we will help you with everything. And the best part? You have one trusted point of contact for everything.
We aim to simplify things, guide you through every stage of your planning, and help you feel secure knowing that your financial and family matters are handled smoothly and with your best interests at heart.
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Helping families manage everything. In the one place.
We provide a three-way strategic approach to your family wealth management.
STRATEGIC PLANNING
Going beyond traditional financial planning and wealth management, we adopt a holistic approach
in developing your comprehensive strategic family plan. This includes addressing legal matters, tax implications, business succession, estate planning, and risk management to give you confidence in your future planning.
PROFESSIONAL PARTNERS
A team of accredited professionals will help you anticipate, plan, and navigate the financial, social, and family challenges that will arise over the generations ahead. We will serve as your financial concierge, helping your family grow your wealth and assess new opportunities and manage risks.
LEGACY
It's more than just growing family wealth; it's also about building meaning, purpose, and taking care of the truly important things in life. We will help you transition your family wealth to the next generation and coordinate a network of dedicated, highly skilled, and licensed professionals to safeguard your family's financial legacy.
Our family office will help you organise and simplify your family’s complex financial needs.
WHO BENEFITS FROM A FAMILY OFFICE?​
A family office is ideal for individuals or families with specific financial needs, whether it's wealth building strategies, tax advisory, or multi-generational planning.
Everything organised and in the one place
Those who want to document and bring structure to their overall family wealth so that all legal and financial records are organised and stored so that control is retained if the Significant Individual becomes incapacitated or dies prematurely.
Existing family business
Families currently in business together, with multiple shareholding interests and business succession planning requirements.
Starting a family business
Families without individual ability, but together want to combine their financial resources, skills and abilities to set up a generational family business model.
Simplify wealth management
For those who would like to simplify and centralise and outsource their overall family wealth management and to maximise legal structures and tax advantages for ongoing control.
Complex estate planning
Unique estate planning design requirements with the use of Testamentary Trusts, Wills, Powers of Attorney and Advanced Health Directives.
Wealth accumulators
Families with growth ambitions who are focussed on wealth accumulation, but do not have the time or knowledge to progress confidently.
Estate planning & business succession
Unique estate planning and business succession design requirements with the use of Companies, Trusts, Wills, Powers of Attorney, Shareholder agreements, Business Buy/Sell structuring.
Equity release
Families with complex financial situations requiring debt restructuring and equity release to meet their financial needs.
Complex family & wealth situations
Those who have complex multigenerational family needs including blended families, family disharmony, separation and structures such as companies, family trusts and Self-Managed Superannuation Funds (SMSF).
Manage overall wealth & reporting
Families with diversified investment holdings such as real estate, business and alternatives that require organisation, reporting and management.
Expat tax advice
Families with international assets and income who intend to permanently relocate to Australia and want the most efficient tax outcome.
Helping Families Build a Strong Financial Future
Do you know your true financial health? Are you dealing with financial challenges such as mortgage stress, rising living costs, or trying to balance today’s expenses while building wealth for your family?
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The Financial Health Check is a low-cost membership program designed to help you overcome these challenges and open up your options in life so you can feel confident and in control of your financial future.
We'll create your strategic family plan and coordinate your professional partners.
David Coomber
Director | Chairman
B.Com IPA​
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Shaun O'Keefe
Director | CEO
Family Office Adviser
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Maria Melo
Change Manager