Maintain, grow and protect your wealth
In the front 9 of your life, perhaps you've landed in the rough or extricated yourself out of the occasional sand trap. In life, as in sports, preparation is the key to success. Now it's time to prepare your financial strategies for the back 9 of your life. Back9 has the professional expertise and practical financial planning experience to help you make it to the clubhouse and realise your goals.
You are unique. So your financial needs require personal attention. The maintenance of your wealth, the structures you require to protect it and the strategies you have in place to transition you to retirement should be as unique as you and your family.
Are you a US citizen? Are you married to an American citizen? Back9 are highly experienced with American expats in Australia – tax & superannuation strategies.
Back9 will develop individual fund management strategies and manages portfolio trading activities designed to maintain, grow and protect your capital.
Maintain, grow and protect your wealth with investment and financial planning services from experienced professionals. Protect your wealth and plan for the future.
Why give the government more than it's entitled to? Look after your beneficiaries with our estate planning services. Highly experienced with US estate tax.
Whether you take an active hand in your superannuation self-managed or want to 'set and forget', Back9 offers the personal service that makes the most of it.
Transition to Retirement Strategy
You've made your money, now make the most of it with a transition to retirement strategy. Back9 offers personal, high-quality, hands-on advice for your needs.
* Supported by outsourced asset management consultants
Who do we help?
We provide personalised strategies to high-net-worth individuals and family groups, sophisticated individual investors, business owners, senior executives, and professionals to maintain, grow and protect their wealth.
Contact Back9 Capital Management Pty Ltd for reliable and comprehensive Financial Planning & Asset Management advice.
+61 (2) 9238 8280
+61 (0) 418 854 838
Level 24, 9 Castlereagh Street,
Sydney NSW 2000 Australia
PO Box R1800,
ROYAL EXCHANGE NSW 1225