Comprehensive strategies to preserve, grow, and transfer your wealth with sophistication and care.
Holistic Approach
Wealth management at Atomos goes far beyond portfolio construction. We take a holistic view of your financial life, considering your investments, tax position, estate planning needs, philanthropic goals, and family dynamics. Our comprehensive approach ensures all elements of your financial strategy work in harmony to achieve your objectives.
Whether you're building wealth, preserving capital, planning for retirement, or preparing for intergenerational transfer, we develop bespoke strategies tailored to your unique circumstances, values, and aspirations. Our client relationships are long-term partnerships built on trust, transparency, and a genuine commitment to your success.
Our Philosophy
We start by understanding your life goals, then design investment strategies specifically to achieve them.
Sophisticated risk analysis ensures your portfolio is positioned to weather market volatility while pursuing returns.
Evidence-based investment decisions guided by rigorous research and decades of experience.
We select only high-quality investments that meet our stringent criteria for sustainability and returns.
Our Services
Customised investment strategies incorporating equities, fixed income, alternatives, and real assets. Active portfolio management with continuous monitoring and rebalancing to maintain optimal positioning.
Comprehensive financial plans addressing retirement, education funding, major purchases, and lifestyle goals. Cash flow modelling and scenario analysis to ensure your plan adapts to life's changes.
Strategic tax planning to minimise tax burden while maintaining investment objectives. Coordination with your tax advisors to implement efficient structures and strategies including franking credit optimisation.
Working with your legal advisors to ensure smooth wealth transfer aligned with your wishes. Strategies to minimise estate taxes and protect family wealth across generations.
Optimisation of Self-Managed Super Funds (SMSFs) and retail super arrangements. Strategic advice on contributions, pensions, and retirement planning within the superannuation framework.
Guidance on structured giving through private foundations, donor-advised funds, and direct grants. Strategies to maximise the impact of your charitable contributions while optimising tax benefits.
Consolidated reporting, bill payment, property management coordination, and concierge services for complex family wealth structures.
Financial education programs for younger family members to ensure smooth intergenerational wealth transfer and responsible stewardship.
Our Process
We begin with in-depth conversations to understand your goals, values, risk tolerance, and current financial situation. This foundation ensures every recommendation is truly personalised.
Our team develops a comprehensive wealth strategy addressing all aspects of your financial life. We present clear recommendations with detailed rationale and projected outcomes.
Once you approve the strategy, we efficiently implement all recommendations, coordinating with your existing advisors and managing all administrative details.
Regular portfolio reviews, performance reporting, and strategy adjustments ensure your plan remains on track. We proactively identify opportunities and risks as markets evolve.
Who We Serve
Atomos is designed to serve successful individuals, families, and institutions who value expertise, personalised service, and absolute discretion. Our ideal clients seek a long-term partnership with a trusted advisor who understands their unique circumstances.
Professionals, executives, and entrepreneurs seeking sophisticated wealth management beyond what retail banks offer.
Multi-generational families requiring comprehensive wealth management, governance, and succession planning.
Individuals transitioning to retirement who need income strategies and capital preservation focus.
Trusts, foundations, and endowments requiring institutional-quality management with board-level reporting.
Schedule a confidential consultation to discuss your wealth management needs.
Contact Our Team