Boutique Corporate Advisory Services
Boutique Wealth Management provides a comprehensive Corporate Advisory Service with the aim of providing our corporate clients with flexible, engaging and proactive corporate advisory financial solutions.
The labour market in WA is particularly tight, as employers compete to find staff with the rights skills & experience to help their business grow. Employers are looking to become the Employer-Of-Choice to be able to attract and retain these key staff. Boutique Corporate Advisory aims to help you differentiate your staff proposition, and to stand out from the crowd. We understand that every company is different and that their needs are not the same. We offer a range of financial planning services covering all needs of employees within your organisation. Accordingly we offer a tailored service proposition, which caters for the varying needs of your business.
Super
Generally our initial engagement is in managing your company’s superannuation fund. For businesses this can not only be frustrating but also costly, tedious and time-consuming. Boutique provides a detailed review of your existing superannuation arrangements. As part of this review we investigate the fees you are paying, investment performance, investment options, administrative support and technical capabilities of your superannuation plan. From there, where appropriate, we can recommend a corporate super plan which we believe will meet the long term needs of your clients.
A quality Corporate Advisory Service and well managed Superannuation fund for your employees is vital to the success of your business as:
• An efficient and well managed superannuation solution is both time and cost effective, saving you resources; and
• Providing a valuable superannuation and financial scheme to your employees helps to attract and retain key staff who will contribute to the long term success of your business.
Insurance
Having your staff become afflicted with a debilitating illness or injury can have a serious impact on not only them, but their work colleagues as well. Risk insurances allow them to focus on their recovery whilst you know that their needs are being adequately catered for. We also provide advice on Group Income Protection and Trauma insurance options. We can also implement Life and TPD risk insurances within the default super fund to a level desired. Providing employees with additional risk protection increases the overall level of employee benefits and leads to enhanced staff satisfaction.
Strategic Advice
We can assist on the corporate level not only in assisting with mandatory Superannuation and Policy Committee requirements but also assist with staff packaging, employee share schemes, and non-resident employee issues.
Staff Education
It is imperative that we remain readily accessible to employees for any queries they may have with regards to their Superannuation fund or broader financial planning issues. We provide regular correspondence and presentations to staff around superannuation opportunities, federal budget updates and economic updates. We are always available via email or phone and do also make ourselves available for 1-on-1 sessions with staff where appropriate.
Executive Advice
Further to the above we also offer individually tailored personal financial advice for key staff which can enhance, as well as complement, your existing remuneration and employee benefits structure. This can assist in attracting and retaining quality employees as well as help enhance the brand of your business.
Boutique Wealth Management provide an all encompassing corporate and superannuation advice service, we ensure that any changes are smoothly transitioned, staff are well informed of such changes and have access to our advisers should they have any questions. We will ensure to provide your staff with an efficient administration and technical support solution.