Business Capability

Please respond to the questions below for each Service Offering selected.

Financial Services – Financial Planning

  • Background in financial planning
  • Knowledge and experience with high net worth clients
  • Understanding of the key requirements of the Significant Investor visa program
  • Skills and qualifications
  • Languages other than English (business fluency)
  • Facilities in Victoria including staff.

Financial Services – Fund Management

  • Background in fund management
  • Knowledge and experience with high net worth clients
  • Understanding of the key requirements of the Significant Investor visa program
  • Skills and qualifications
  • Languages other than English (business fluency)
  • Facilities in Victoria including staff.

Financial Services – Investment Banking

  • Background in investment banking
  • Knowledge and experience with high net worth clients
  • Understanding of the key requirements of the Significant Investor visa program
  • Skills and qualifications
  • Languages other than English (business fluency)
  • Facilities in Victoria including staff.

Financial Services – Wealth Management

  • Background in wealth management
  • Knowledge and experience with high net worth clients
  • Understanding of the key requirements of the Significant Investor visa program
  • Skills and qualifications
  • Languages other than English (business fluency)
  • Facilities in Victoria including staff.

Professional Services – Accounting and Consulting

  • Background in accounting and consulting
  • Knowledge and experience with high net worth clients
  • Understanding of the key requirements of the Significant Investor visa program
  • Skills and qualifications
  • Languages other than English (business fluency)
  • Facilities in Victoria including staff.

Professional Services – Private Company Investment Advice

  • Background in private company investment advice
  • Knowledge and experience with high net worth clients
  • Understanding of the key requirements of the Significant Investor visa program
  • Skills and qualifications
  • Languages other than English (business fluency)
  • Facilities in Victoria including staff.

Professional Services – Legal

  • Background legal advice
  • Knowledge and experience with high net worth clients
  • Understanding of the key requirements of the Significant Investor visa program
  • Skills and qualifications
  • Languages other than English (business fluency)
  • Facilities in Victoria including staff.

Professional Services – Communications

  • Background in communications
  • Knowledge and experience with high net worth clients
  • Understanding of the key requirements of the Significant Investor visa program
  • Skills and qualifications
  • Languages other than English (business fluency)
  • Facilities in Victoria including staff.