Private Clients - CAPITAL HAUS

Structural Advice

Effective wealth management starts with the proper structuring of financial assets. Our tailored structural advice addresses each client’s unique circumstances, encompassing a variety of entities such as family trusts, personal holdings, corporate structures, and partnerships. We carefully evaluate the benefits and implications of each option, focusing on key factors like asset protection, tax minimisation, and succession planning. Additionally, we conduct ongoing reviews and adjustments to adapt to changes in your financial situation or legislation, ensuring that your wealth management structure remains effective as time goes on.

Investment Management

Capital Haus provides a sophisticated investment management service tailored to align with your long-term financial goals while effectively navigating market volatility. Our strategy incorporates comprehensive market research and advanced portfolio construction techniques, ensuring continuous performance monitoring. We build diversified portfolios featuring a blend of asset classes, including equities, bonds, real estate, and alternative investments, each chosen based on rigorous performance potential and risk criteria. Our dedicated investment team actively manages your portfolio, making timely adjustments in response to economic shifts and emerging opportunities.

Succession Planning

Effective succession planning is required to preserve your legacy. Our service ensures that your wealth is transferred smoothly and according to your wishes. Our experts guide you through the complexities of family dynamics and legal frameworks, helping you create a clear and effective succession plan that includes drafting wills, establishing testamentary trusts, and developing detailed business succession arrangements. We take a highly personalised approach, collaborating closely with your legal and tax advisers to design a seamless and integrated strategy that meets all your family and business needs.

structuring of your financial assets

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Risk Management and Personal Protection

Capital Haus focuses on your security and peace of mind by offering comprehensive risk management and personal protection services. We provide expert advice and facilitate various insurance products, including life insurance, total and permanent disability (TPD) insurance, income protection, and trauma insurance. Our team evaluates your existing coverages and recommends enhancements to ensure you have comprehensive protection. This approach safeguards your current lifestyle and secures your family’s financial future, empowering you to face life’s challenges confidently.

Private Placements & Capital Introduction

Capital Haus offers exclusive access to private placement opportunities and capital introduction services for sophisticated investors seeking high-potential private market investments. We provide a gateway to early-stage companies, growth equity, and other unique projects often unavailable to the general public. Our team conducts thorough due diligence, leverages industry insights, and employs a meticulous screening process to identify opportunities that align with your investment goals. We navigate the complexities of private market investing, ensuring a comprehensive and transparent investment experience that maximises your potential returns.

Superannuation and SMSF Advice, Establishment, and Administration

Superannuation is essential for ensuring financial security during retirement. We deliver expert advice and comprehensive services for superannuation and Self-Managed Super Funds (SMSF). Our offerings encompass everything from fund creation and strategic guidance to ensuring regulatory compliance. We help you choose investments that align with your retirement objectives while maximizing tax efficiencies. With our ongoing administration support, you can rest easy knowing that your fund adheres to current laws and regulations, simplifying the complexities of SMSF management.

Other Services

Funds Management

The funds management division of Capital Haus, TerraLumin, delivers sophisticated investment strategies across various asset classes. The TerraLumin Global Alpha Fund is designed for versatility, allowing investments in equities, fixed income, and currencies, while offering the flexibility to adopt both long and short positions.

Corporate Clients

At Capital Haus, we understand that family offices seek to grow their wealth through strategic and prudent investment options. Our corporate finance services meet the unique needs of family offices, providing bespoke investment solutions that align with their long-term financial goals and risk tolerance.

Corporate Advisory

Capital Haus offers bespoke accounting services per the needs of high-net-worth individuals and corporate clients. Our services include SMSF accounting, tax advice, and compliance with regulatory requirements. We provide detailed financial analysis and reporting to help clients make informed decisions and optimise their financial performance.

Analysis

Capital Haus offers comprehensive analysis of both domestic and global capital markets, providing our clients with insightful research that informs their investment decisions. Our team of experienced analysts delivers detailed market overviews, trend analysis, and forecasts that cover a wide range of asset classes, including equities, commodities, and derivatives.