The Back 9
Asset management, growth and continued wealth protection requires careful and informed management - not risk.
It takes a personal hands-on approach and guidance from committed wealth management professionals with years of practical experience.
Welcome to Back9
Your personal and financial situation is unique. That's why it makes sense to obtain independent and tailored professional advice specific to your circumstances, rather than the sale of mere products offered by so many.
Back9 can help you maintain, grow and protect your wealth. If you would like to see what a difference personal professional service can make to your unique circumstances, call us.
We can help with:
A little work now can provide dividends in the future. We can assist with appropriate structures to maintain and protect your wealth, including:
Retirement is easier and more relaxing when the right structures are in place. Our experience can suggest the right strategies for your situation, including:
Careful planning and developing correct structures can ensure a peaceful retirement, living the life you want. Whether you want to 'set and forget' or take active involvement, our hands-on approach is very much about your individual needs. We provide:
With appropriate estate planning, you can protect your accumulated wealth for your intended beneficiaries, minimise tax and reduce potential probate issues and Family Provision claims. We can assist with:
Recent changes to US tax laws encumbers US expatriates, and potentially those with US assets, with certain annual filing and compliance obligations. These obligations require ongoing vigilance by those affected and their adivsers. Back9 can provide expert advice to US citizens, and non-US citizens with US assets, domiciled in Australia.
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