SERVICES

INVESTMENT MANAGEMENT

Sustain offers investment solutions for Family Offices, Self-Managed Superfunds, Trusts, and Individual Portfolios.  Services include Equity Portfolios, Individually Managed Portfolios, Asset Allocation and Managed Portfolios.

RETIREMENT AND BUSINESS SUCCESSION PLANNING

A tailored solution that seeks to optimise your tax structures for retirement; our team of advisors can work with you to develop retirement and business succession plans to achieve your unique goals.

SMSF ADVICE

Through Sustains SMSF advisory services, we can help determine if an SMSF is a right fit for your needs. Ongoing SMSF support includes managing the fund's investments, compliance advice, and portfolio administration.

FAMILY OFFICE

A complete approach to family wealth, Sustain provides advice on the governance framework, investment management, tax structure, portfolio administration and succession planning of high net worth families.