+61 2 9957 4033

Personal Services

No matter what your circumstances in life, achieving your goals relies on having your personal wealth goals clear and appropriate strategies in place to help you achieve them.

Bates Cosgrave works with our clients on personal and business matters to ensure that your financial position is aligned with your life and family goals.

Personal Services

Bates Cosgrave works closely with our customers to guarantee that their clients’ financial conditions are in accordance with their life and family goals when it comes to personal and professional issues.

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Family Office

Most family money is eared in one generation and lost in three. Transfer of capital with no structure can create conflict and complacency. The family office is there to provide the framework to protect and grow the family wealth.

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Whether you’re an employee, a business owner or about to retire, it’s important to get your super structures right to ensure you’re able to maintain your quality and standard of life in retirement.

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Click on the links below for our latest news and if we can assist you, please contact the Bates Cosgrave team on 02 9957 4033.