Customised Treasury Solutions
Capital safety first with liquidity, a conservative home for cash while longer-term decisions are made on your timetable.
When a business is sold or a large sum is realised, the immediate priority is rarely to commit it to long-term assets – it is to make sure the capital is working sensibly, safely and without being rushed. Our Customised Treasury Solution is a deliberate, conservative stepping-stone: capital is put to work today, preserving what you have built while the family decides on the long-term strategy at its own pace.
Who this is for
You've realised a large sum
You’ve sold a business or realised a large sum and want space to consider what comes next.
Your capital's in transition
You are a family or board holding significant funds that need to work sensibly while the long-term strategy is settled.
You set the pace
You want the freedom to settle the investment framework and family conversations at your own pace.
You want safety and access
You want that capital preserved and available, with daily liquidity while longer-term decisions are made.
You want no market risk
You want only investment-grade holdings, with no equity-market or credit risk in the interim.
A bridge, not a destination
The Treasury Solution is designed to give a board or a family room to think, removing the pressure to make long-term decisions before the Investment Policy Statement framework, mandate and family conversations are fully settled – all while ensuring capital is never simply sitting still.
Note: Available to wholesale clients only (Corporations Act 2001 (Cth), ss 761G and 761GA). General information only. Return objectives are targets, not guarantees.
My only regret is not having met Michael and his fabulous team years ago. Retaining Family Wealth Advisory was the best financial decision my family ever made. Michael’s advice is considered, well documented and easy to understand – his team are an absolute pleasure to deal with.
Paresh Khandhar SC
BarristerWe engaged Family Wealth Advisory to manage and grow our superannuation funds and feel as though a weight has been taken off our shoulders. The advice and excellent service received exceeded our expectations and we finally have a realistic plan to grow our wealth now and in the future.
Bruce and Liz Guthrie
Michael is not just a financial adviser. He is a trusted presence in our family, a coach and confidante. He listens, motivates and guides us to align our goals so we do not go backward but always forward. We cannot imagine a more reliable and trustworthy advisory team.
Dr Alen and Ana Bielich
Professionalism, passion and integrity sums up Family Wealth Advisory in three words. The feedback we consistently receive from our clients is that they are very well looked after by the Family Wealth Advisory team and delighted with the high quality service they receive. We continue to highly recommend Family Wealth Advisory to our clients.
Mark Pinhorn
Director, HYD AdvisoryMichael and the team at Family Wealth Advisory have developed a wealth management strategy strongly grounded in the fundamentals and accurately reflecting our evolving needs. I have found them a pleasure to work with, responsive and very professional in their approach to managing our wealth.
Simon Benjamin
Partner, Advisory, Ernst & YoungMike and his team have been extremely professional in handling our finances over the last few years. Mike has given us the peace of mind we had been seeking from a financial adviser for some time. His breadth of knowledge paired with his integrity are exemplary. We are so pleased to entrust our savings with Mike and his team.