Empowering generational wealth

Tony Catt has had the opportunity to help many family businesses through the complex world of family financial management.  He is an Accredited Family Business Australia Advisor and his participation on family advisory boards has allowed him to gain firsthand experience of the issues that they face.

With nearly two decades of experience in the finance industry across accounting, research, stock broking and financial planning, Tony is able to provide a broad range of advice to his clients tailored to their specific needs.

Tony has helped families with issues such as cash flow planning, investment strategy, financial education, superannuation, succession planning and financial structures.
 
Tony’s clients appreciate his ability to combine his specialised skills and experience with his knowledge of family business issues to help them reach their business goals.

“As an investor group with very unique circumstances we wanted someone who would take the time to understand our specific scenario and structure their services accordingly.
 
The relationship we have with Tony has stood the test of time.  His ability to communicate all relevant information be it positive or negative is something we highly appreciate.
 
His integrity and his ability to always put his clients first in the interest of cultivating a valuable long term relationship shows his commitment to our family.

We always know that Tony will tailor his service in a way that will benefit our long term financial position and help us continue to achieve our financial goals.


Tony has really helped us work together more professionally and acknowledge that while on one level we are family members on another we are also business partners.   He has really helped us formalise many of the informal structures we had in place.


In our experience some other financial service providers deliver an off the shelf, one size fits all service, but with Tony we know that he will provide specialised advice and will continue to benefit us for years to come.” 
-  Current long term client

Tony is a member of Family Business Australia and is an accredited Family Business Advisor.  Tony helps clients with all aspects of managing family assets, succession planning and intergenerational wealth.


 

 

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